For Dave, helping people take control of their financial futures isn’t just a career—it’s a calling rooted in family. Inspired by his father, who has over 50 years of experience in the financial services industry, Dave followed in his footsteps and eventually partnered with both his father and brother to bring trusted, personalized guidance to clients throughout the St. Louis area. Financial planning has always been a family affair, built on shared values and a deep commitment to serving others.
Today, Dave brings more than 30 years of experience in financial planning, life insurance, and long-term care to Walsh Financial Services. Whether clients are just starting out or nearing retirement, Dave takes a thoughtful and individualized approach—guiding them through a thorough financial review, identifying their goals, and creating a plan tailored to their unique needs and risk tolerance.
As part of Walsh Financial’s comprehensive planning process, Dave helps clients better understand key principles like retirement savings, income generation, and financial protection. His goal is to help people make informed, confident decisions every step of the way.
Through our affiliation with Cetera Wealth Partners, an independent broker-dealer, Dave has the flexibility to research and recommend products and investments that are truly in our clients' best interest. But more than offering services, Dave is passionate about education—helping clients build a foundation for financial success by focusing on budgeting, debt reduction, education planning, 401(k) strategies, and long-term savings goals.
A lifelong St. Louisan, Dave is a graduate of St. Louis University and DeSmet Jesuit High School. He and his wife, Pam, have two grown children and are proud grandparents to three. Outside of work, Dave enjoys hunting, playing golf, and serving alongside Pam at The Crossing Church in Chesterfield.