Estate Planning Professionals 614-888-2230

Who Am I

Childhood Ambition:
To be a professional athlete.

Fondest Memory:
Bowling my first 300 game at age 15, it was surreal

Soundtrack:
AC/DC Live

Retreat:
Any good golf course

Wildest Dream:
Watching my daughters play for the U.S. Olympic softball team

Proudest Moment:
My first daughter signing her letter of intent to play softball for Rio Grande college

Biggest challenge:
Trying to help my clients during this trying economy

Alarm clock:
6:30 a.m.

Perfect day:
Playing 36 holes of golf on a beautiful golf course on a perfect day

First job:
delivering newspapers age 12

Indulgence:
golf equipment

Last purchase:
New clothes

Favorite movie:
Animal House

Inspiration:
Fulfilling our clients' goals and needs

Dave has over 18 years' experience in the senior planning market. Having had over 2 years experience in the funeral pre-planning industry, Dave joined with Michael Valley in founding Estate Planning Professionals in 1991.

Dave's clients say his best assets are his ability to listen to their concerns; and his promptness, service, and knowledge of the products and services that help them achieve their goals. Dave is a firm believer in the adage that you can accumulate assets best by minimizing losses rather than attempting to maximize gains.

Dave has a high level of expertise in the fixed and Equity Indexed annuity market, as well as Long Term Care and Life Insurance.

Dave has been married for 21 years to his wife, Jan, and has 3 teenage daughters who excel in school and fast pitch softball.

Dave is series 6,7, and 63 license. He has hundreds of clients throughout Ohio, as well as Pennsylvania. Dave prides himself on client service and compassion for his clients, listening to their problems, and offering them various options to solve their problems.

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921 Eastwind Drive Suite 101, Westerville, OH 43081

Eastwind Capital, LLC. is Registered Investment Advisor with the United States Securities & Exchange Commission and maintains a notice filing with the following states: Ohio, Florida and Pennsylvania . The presence of this web site on the Internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell advisory services to residents of any state other than those in which it maintains a notice filing and shall not be deemed to be a solicitation of advisory clients living in any state other than those in which it maintains a notice filing.