Branch Operations Manager
Dave is a Certified Public Accountant (CPA) and tax consultant for LLG Financial. Along with 30 years in the financial services field, his in-depth CPA knowledge helps everyone at LLG handle client questions, especially those relating to estate and income taxes. Dave has a long string of additional financial planning designations including a CERTIFIED FINANCIAL PLANNERTM (CFP®), Chartered Life Underwriter® (CLU®), and Chartered Financial Consultant (ChFC®). He also has his Life and Health, Series 7, 63, and 65 securities registrations with LPL Financial as well as several supervisory licenses. Dave is a FINRA Arbitrator, a member of the North Carolina Association of CPAs and a commercial jet pilot/flight instructor. He is married to Chris Anthony who is also a pilot.