As Operations Director and member of the Leadership Team, Dave provides overall direction and supervision of daily activities within the company’s wealth management, trust and estate, and retirement plan services operations. He works with financial custodians and software vendors to manage the integration of data across all platforms ensuring team members have the information they need to deliver noteworthy client service. In addition, he oversees the creation of reporting and workflow vehicles to provide measurable statistics to management for operating inefficiencies.
Prior to joining the company in 2003, Dave spent eleven years in the trust departments of two Aurora community banks as a retirement plan administrator. He helped develop and implement the service model for the retirement plan area as well as managing client relationships.
Dave graduated with a BS in finance from Western Michigan University where he was a member of the Mid-American Conference Champion football team. Today, he and his wife are helping their five children navigate the all-important post-secondary education process.