Highlights
Host of Monument’s “Off the Wall” Podcast
A podcast aimed at helping high-net-worth investors, executives, and business owners build wealth with purpose.
Chartered Financial Analyst (CFA®) charterholder
Awarded designation of Chartered Financial Analyst by CFA Institute
Board Member for Community Foundation for Northern Virginia, The Station Foundation and Marine Corps Heritage Foundation
Serves on the board helping guide the work of these incredible FoundationsLieutenant Colonel in the United States Marine Corps (Retired)
Served on Active Duty for seven years, then in the reserves and now retiredFormer Adjunct Professor
Former Adjunct Professor at the American University Kogod School of Business MBA programFormer member of the Board of Advisors
Former member of the Board of Advisors at the Moore School of Business at University of South CarolinaFrequent Conference & Podcast Speaker
Invited to speak on a variety of podcasts and industry events including those held by: Bloomberg, LPL Financial, Barron’s, Securities Industry and Financial Markets Association, Investment Management Consultants Association®, Top Advisor®, and more.Features in the Press
Interviewed by and published in numerous publications including: The New York Times, The Wall Street Journal, The Washington Post, CNBC.com, Financial Advisor, InvestmentNews, Research Magazine, Financial Planning, Kiplinger’s Personal Finance, Bloomberg Radio, Washingtonian, Washington Business Journal, Barron’s Advisor Podcast, RVN TV and moreGoldman Sachs “10,000 Small Businesses” Scholar
Participated in invite-only class for successful entrepreneurs around the countryNamed by Financial Advisor Magazine as a Top RIA in America 5 Years in a Row
Financial Advisor Magazine 2022, 2021, 2020, 2019,2018 (Based on year-end discretionary and non-discretionary AUM reported on ADV.)
See criteria/ ranking methodology for: 2022, 2021, 2020, 2019, 2018Voted Top Wealth Managers in Northern Virginia 6 Years in a Row
Selected by Northern Virginia Magazine in 2023, 2022, 2021, 2020, 2019, and 2018.
See criteria/ranking methodologyNamed Forbes Best Wealth Advisors in Virginia 4 Years in a Row
Selected by Forbes in 2020, 2019, 2018, 2017 (Based on on in-person interviews, compliance records, industry experience, assets under management, and revenue produced.)
See methodology for 2020, 2019, 2018, 2017#1 Top Ranked Barron’s Speaker
Ranked #1 Speaker by peers at Barron’s Top Advisory Teams Summit in 2015A Top 100 Independent Advisor in America
Selected by Registered Rep. magazine (award based on assets under management, 2009 & 2010)
See criteria/ ranking methodology
Dave discovered his passion for finance in his mid-20’s. Unable to spend money over several different deployments while serving in the Marine Corps, he became a self-taught investor. He proudly remembers his investing performance to be, “Along with a few bucks of cash income as a bouncer, it was good enough to pay for a graduate degree, a new car and two years of living expenses.”
After returning home from active duty for an MBA at his alma mater, the University of South Carolina, Dave became a CFA Charterholder and started working at a large Wall Street firm in New York City. After 8 years in big firms, it became abundantly clear to Dave that the financial services industry was drowning in a sea of sameness. He felt that true wealth planning either didn’t exist or was nothing more than a smokescreen to generate a generic asset allocation and sell products. Creativity was nonexistent, the culture was focused on shareholder profits first, and advisors were accountable to sales managers, not their clients.
He was unimpressed, to say the least—and very, very bored. So, fed up with it all, he co-founded Monument Wealth Management in May of 2008 and experienced a very real-life example of the difficulty in market timing as the financial crisis was unfolding while he was hanging the new sign on the door.
Dave is a combat veteran and served as an officer in the United States Marines Corps on both active duty and in the reserves, retiring at the rank of Lieutenant Colonel. He proudly tackled his post-retirement, mid-life crisis head-on by journeying out on a solo, month-long backpacking trip along the Pacific Crest Trail which totaled over 200 miles through the California Sierra Mountains crossing over eleven different mountain peaks with altitudes of over 13,000 feet. He describes it as, “Not the hardest thing I’ve ever done but certainly the most grueling.”
He currently hosts Monument’s OFF THE WALL podcast, the show for founders and high-earning execs who want to build wealth with purpose.
He also currently serves on the Board of Directors for the Marine Corps Heritage Foundation which stewards the National Museum of the Marine Corps in Quantico Virginia, The Community Foundation for Northern Virginia, The Station Foundation which assists Special Operations warriors navigate the rough terrain of transition and reintegration back to civilian life, and the Virginia State Chamber of Commerce.
His passions outside of work are fostering dogs for the Lab Rescue of Central Potomac, cheering on his beloved Gamecocks, quoting 80’s movies, and scoring under 100 on the golf course. His two current hobbies are hosting the Moments in Leadership podcast, where he conducts long-form interviews with senior military leaders, and Ham Radio but admits that could change at any moment because his wife Sara keeps calling him a dork.
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Please remember that past performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Monument Capital Management, LLC (“Monument”)), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from Monument. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. No amount of prior experience or success should be construed that a certain level of results or satisfaction will be achieved if Monument is engaged, or continues to be engaged, to provide investment advisory services. Monument is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice.
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