As Chief Investment Officer, Dave chairs Total Wealth Planning's Investment Policy Committee and leads and manages the investment management team. He is primarily responsible for investment research, preparing and communicating Total Wealth Planning's economic and investment outlook.
As Principal, Dave is responsible for investment advice, with extensive client contact and client-relationship management. He has a Master's in Tax Law (MST) from Villanova University and is a CFP®, a Certified Trust and Financial Advisor (CTFA), and a Certified Exit Planning Advisor (CEPA). Dave's background and experience includes:
- 25+ years professional investment management and financial planning experience, including 12 years with The Vanguard Group as a senior investment advisor within the managed account service.
- Professional Memberships in the National Association of Personal Financial Advisors (NAPFA), Financial Planning Association, Cincinnati Estate Planning Council, and the American Bankers Association.
- Serves on the Finance and Investment Committee for the Cincinnati Association for the Blind and Visually Impaired
- Five-Star Advisor through Paladin Registry
- 2008 Reuters Top Advisor
- Bloomberg Business Week magazine, a 2011 Top 50 Most Experienced Advisors in the United States.
Villanova University Bachelor of Science, Accounting
Dave enjoys time with his family of three children. He coaches softball/baseball and spends time outdoors skiing, scuba diving, hiking and running.
For over 35 years, our mission has been to place our clients' interests first, to provide comprehensive financial planning and investment management, and to be a premier provider of innovative and timely strategies that ensure every client meets their established lifetime objectives.
Amelia West
Amelia West is a Certified Financial Planner™ with over 19 years of experience in helping individuals, families, and small businesses reach their financial goals. In her role as Wealth Advisor, she develops, updates, and presents financial plans to our clients as well as assists in the implementation of financial planning recommendations.
She has extensive experience working directly with clients of all ages in areas including estate planning, retirement income needs, Social Security strategies, investment portfolio management, and personal insurance reviews.
Amelia's credentials include:
Bachelors of science, Purdue University.
Masters in Economics, Purdue University
Certified Financial Planning Professional (CFP®)
Member of the National Association of Personal Financial Advisors (NAPFA)
Indiana Notary
She currently serves on the Indiana Education Savings Authority Board which oversees the Indiana 529 College Savings Plan. She also serves as a board member liaison to The Caring Center, a local food pantry serving the needy in Boone County. In her spare time, Amelia enjoys volunteering at church and spending time outdoors with her husband and son.
General Information |
| Firm Start Year: | 1924 | |
| Number of Years with Current Firm: | 30 |
| Work Experience: |
Dave is Chief Investment Officer, serves as Senior Advisor for many client relationships and is a member of the Investment Policy Committee. He is a CERTIFIED FINANCIAL PLANNER" and Certified Trust and Financial Advisor with thirty years of professional investment management and financial planning experience. He graduated from Villanova University with a Bachelor of Science, Accounting and a Master of Science, Taxation. His educational background
also includes the College for Financial Planning and the Cannon Financial Institute. He began his career with the Vanguard Group, a leading mutual fund company, where he was a Senior Investment Advisor along with facilitating the creation of a new managed account service. His professional memberships include the National Association of Personal Financial Advisors, the Financial Planning Association, the Cincinnati Estate Planning Council, the American Bankers Association, and the Paladin Registry. He retired his service on the Finance and Investment Committee for the Cincinnati Association for the Blind and Visually Impaired, a non-profit community service organization. |
Firm Information |
| Assets Managed by Advisor: | $1,000,000 |
Compensation and Fees |
| Minimum Portfolio Size for New Managed Accounts: | $500,000 |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
