Our Qualifications

Since 1984, Dave has been dedicated to developing lasting relationships with all his clients.

David J Peichert, CFP® has served as Principal of the firm since 1993.

In 1989, Dave earned the designation of CERTIFIED FINANCIAL PLANNER™ .

In 2006, he received the first annual John M Stone, Jr. Memorial Award, an award presented by NAIFA-Hartford to an individual whom has dedicated years of service to their community and to their profession in memory of the late John M Stone, Jr.

He believes in helping each person become confident in assessing his or her financial goals and participating in the financial management process.

One of the benefits of working with Dave is his ability to provide clear, easily understandable explanations of financial products and services.

Dave can help chart a course to working toward a more secure financial future.