Dave sharpened his investment and capital markets experience at the private equity firm, Triton Pacific Securities and Scottsdale-based investment bank, Windstone Capital Partners. Dave was responsible for sourcing both equity and debt financing primarily for companies in the retail,technology and government contracting industries.
Dave returned to his passion for helping individual investors and small business owners as an investment advisor. Dave spent several years with AG Edwards (now Wells Fargo Advisors), Financial Design Group and Vora Wealth Management. Dave’s extensive knowledge of portfolio management, operations and capital markets led Dave to founding his own firm, Aegis Wealth Partners, LLC.
Dave holds a B.S. and M.A. from Arizona State University. He holds the following designations: Certified Financial PlannerTM (CFP®), Accredited Investment Fiduciary AIF®, and the Certified College Financial Consultant (CCFC).
Dave is active in several organizations and previously was the Vice Chair of the Board of Trustees for the International School of Arizona. He also was a member of the Building Committee for 4 years, and acted as Chair in 2013-2014. Dave was an active member on the Public Policy and Ambassador Committees for the Arizona Technology Council. He is also a member of Local First, an organization dedicated to promoting local businesses.
Dave is a native of Arlington Heights, IL and lives in Scottsdale Arizona with his wife, son and daughter. He is an avid hockey dad and enjoys watching his son play ice hockey. His daughter is a budding artist.
Although a clinical pharmacist by trade, Krishna obtained operations and management experience as a senior pharmacy manager for a large academic medical center. Krishna also has Lean Six Sigma Green Belt certification.
Krishna joined Aegis Wealth Partners in 2020 and enjoys being part of a company that assists people in meeting their financial goals. In her free time, Krishna likes to spend time with her family.