Dave works with hundreds of Bay Area dentists, physicians and their families. He has a deep understanding of the financial needs of the medical/dental practitioner. He makes planning simple and clear by coordinating both business and personal finances for his clients.
He also works with Silicon Valley executives, professionals, and their families.
Dave is passionate about making a difference in his clients’ lives. Having seen many families (including his own) go through difficult life-events and suffer because they didn’t have a plan in place or an advisor they could trust, he has made it his mission to lead his clients to better clarity and action.
Dave describes his client relationships this way:
“My clients trust me to do what is best for them and be genuinely interested in what they care deeply about. I make it simple for them to take action that will support their goals. I help them fully-protect their income and investments as our first priority and I stick around to provide guidance and service to their families over time.”
With over 15 years of financial planning experience, Dave is recognized as a leader in his field. Forbes recently named Dave in their 2023 Best-in-State list for professionals in his field. He takes an active role in promoting financial wellness in the community by conducting workplace seminars to educate employees in Silicon Valley about managing their finances holistically.
He also helps administer and provide benefits for CIR medical interns and residents in programs at Highland Hospital in Oakland, Santa Clara Valley Medical Center (SCVMC), and Valley Consortium for Medical Education (VCME) in Modesto.
Dave is committed to continuing professional growth and improvement. He dedicates at least 4-6 weeks out of every year to furthering his education and industry knowledge. He is also very active in coaching new advisors entering the profession. He was recently awarded the Community Impact Award from Pacific Advisors for dedicated service within his community.
Dave currently lives in Santa Clara, CA with his wife, Erin (registered nurse who has worked 15 years at Stanford Children’s Hospital) and their four children. He holds a business degree from Brigham Young University and has past professional experience in management consulting with Accenture and real estate investing.
He enjoys volunteering for his church and serving in his community, including a past role serving on the board of a non-profit society of professionals promoting moral and ethical leadership in business.
Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian. CA Insurance License Number - 0F68784, AR Insurance License Number – 9378260.
Most people understand that insurance and financial planning is critical for their future. But when life is already full of work and taking care of your family or other responsibilities, it’s hard to know who to trust to help you take care of your finances. As an Insurance and Financial Advisor, I build trust with clients through education and guidance so they’re confident that someone is watching out for their future. For many years, I’ve helped individuals, families and business owners navigate the complexities of their finances to find clarity, balance, and confidence as they take control and organize their financial picture. I work with clients to help make the insurance and financial planning process seamless and simple so it’s easier to take action that supports their unique goals and protects their loved ones—no matter what life may bring. And our clients love their subscription to the Living Balance Sheet for the purpose of helping them to get and stay financially organized. It is nothing less than empowering! I love bringing the power of the Parkes Financial team coupled with the intelligence and advanced tools we offer to help create the best possible situation for my clients! To me, there's no better feeling than delivering that!
Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian. CA Insurance License Number - 0F72075.
Antoinette is a native of Long Island, New York. She earned an MBA from Long Island University and has worked in the financial services industry since 2001. Antoinette has worked for H&R Block preparing personal and business returns as well as teaching tax preparation courses during the off-season. She held a few roles at Merrill Lynch, but her greatest joy was furthering the financial education of young people as team member ML Global Philanthropy. She enjoys giving back to her community through various volunteer opportunities.
Originally from New York, Linda was raised and taught by a father who was a legend in the life insurance business. She has 30+ years of experience directly supporting some of the insurance industry’s top performers, including the late Ray Silva. She is always willing to go the extra mile to serve clients. Outside of work, Linda has taken top honors every year (for 20 years) as #1 fundraiser for the Silicon Valley chapter of the National MS Society. She and her husband have 2 children and 2 grandchildren.
Manjit serves as the team's Support Specialist. He earned a B.A. in Economics from UC Santa Cruz and an MPA from Rutgers University - New Jersey. Manjit is a Bay Area native who is passionate about investing and living a healthy lifestyle.