The DLD team consists only of caring and personable individuals that know each of their clients personally. We take the necessary time to figure out where you are right now before we construct your individual financial plan. Our vision to is provide our clients with a balanced approach to financial planning. We want to be one of the first people to find out when something important happens to them. We are part of our clients’ inner circle.
"I would recommend Kelly to any young professional looking to plan for a lifetime of financial success!"
"Dave continues to impress me with his knowledge and expertise when providing financial advice."
"Kelly takes a genuine interest in my life, is always even keeled, focused on how to achieve long term goals and willing to take the time needed to answer my questions, even the hard questions."