With over 35 years in the mortgage industry, Dave brings a wealth of knowledge and leadership to every client relationship. He holds a B.S. in Business/Finance from Cal State Northridge, an MBA from Pepperdine University, and Series 7, 63, and 65 FINRA licenses. Throughout his career, he has been recognized as a Presidents/Leaders Club qualifier at multiple employers.
Dave spent 18 years with JPMorgan Chase, beginning as a Loan Officer, later serving as Beverly Hills Branch Manager for six years, and then as Southern California Regional Manager for seven years. He went on to spend 14 years with Wells Fargo (2009–2023) as Branch Sales Manager of the Beverly Hills Private Mortgage Banking office, where he specialized in serving affluent and complex borrowers.
What Dave enjoys most about his work is helping clients navigate the mortgage process with confidence. Known for his strong credit skills, he helps clients understand what documentation will be required for their unique situations and why, keeping the process clear and efficient. He also takes pride in mentoring—hiring, training, and guiding dozens of loan officers toward successful careers in the mortgage industry.
Dave’s philosophy is simple: Always do the right thing. Tell the truth. In the long run, it will benefit you—and earn the trust and respect of colleagues and clients alike.
Outside of work, Dave is an avid golfer, a passionate LA Chargers fan, and enjoys all sports. He also loves spending time with his family and his Boston Terrier, Oscar.
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