Drawing on more than 20 years of experience, Dave prides himself on providing the highest level of service and investment advice to our clients. Additionally, Dave leads our strategic business development efforts, acting as a central point of contact in building social capital throughout our network of friends and clients.
Dave began his career in the financial services industry in 1994, spending his early years in Private Client Services at Wachovia, Salomon Smith Barney, and UBS (PaineWebber). In 2002, Dave co-founded Martin Investment Group (MIG), a predecessor company which merged with Summit Capital in 2006. Dave continued at Summit Capital as a Partner until joining the Merriman team in 2016.
Dave is a past board member of the Gleason Initiative Foundation, an organization that helps provide technology, equipment and services to individuals with muscular diseases and raises public awareness toward ALS. Dave received his BA in Accounting from Gonzaga University in 1994 and holds the Financial Industry Regulatory Authority (FINRA) Series 7, 9, 10, 63 and 65 licenses. Dave lives in the Spokane area with his wife and two children. Dave is an avid golfer, runnier, and skier.