About Us

David has worked in the financial industry for over 30 years and is dedicated to providing his clients with superior investment services.

It is David's goal to provide clients with expert investment advice and service in order to build long-term client relationships based on trust and satisfaction of service.

His priority is his clients and helping them reach their retirement goals and achieve financial success through well-diversified portfolio strategies.

Dave Facey has been confidently providing independent financial advice to his client partners for over 30 years, helping them realize their dreams, prepare for tough times & reach their goals.

One of the things that sets him apart is his unbiased research, provided in a professional and consistent manner that allows clients peace of mind.

He values a client's trust above all and will be there with you every step of the way coaching you in all aspects of your financial life - investment, insurance and estate planning.

His primary goal is to ensure all aspects of each unique client Lifestyle Plan are addressed and solved, guiding you to reach your financial objectives.

Biography pending.