Dave Theiss brings 24 years of financial services experience to our team. With a CPA and CFP designation, Dave has a wealth of knowledge and expertise in financial and tax planning. Dave has worked with clients from diverse backgrounds, helping them achieve their financial goals. He has worked in multiple financial firms across the country, which has given him a unique perspective on the industry. David’s vast experience has enabled him to navigate complex financial situations with ease.

Dave’s attention to detail and strong analytical skills ensure that our clients receive top-tier assistance with tax planning and wealth management services.

Outside of work, Dave enjoys spending time with his wife and their two German Short-Haired Pointers, Wini and Winston. A believer that spending time with loved ones is an essential part of maintaining a healthy work-life balance, Dave and his family enjoy taking long hikes and exploring new trails. He also enjoys traveling, running, and hunting as he believes spending time outdoors is an excellent way to recharge and stay focused, both personally and professionally.