Guiding individuals and families through confident financial decisions
Dave brings a unique combination of financial services, legal, business, military, and leadership experience to Mintco Financial, Inc. Across more than two decades of professional experience, he has remained focused on helping people navigate complex issues, understand their options, and make thoughtful, informed decisions.
His professional journey began in the financial services industry, as an intern with American Express Financial Advisors and later working with clients on their insurance needs at GEICO. Those experiences introduced him to the importance of financial planning, insurance, and helping individuals and families prepare for both the opportunities and uncertainties that life presents.
Dave went on to law school and started a legal career serving on active duty in the United States Navy Judge Advocate General’s Corps (JAG Corps), prosecuting criminal cases, advising senior leaders, and deploying both at sea and to Afghanistan. Following active duty, he built a diverse legal and business career that included private practice as a partner at a New York law firm and senior level attorney in the financial services industry. He has advised individuals, businesses, executives, and financial organizations on complex financial, regulatory, transactional, insurance, litigation, risk-management, and business related matters. His background includes significant experience developing and managing client relationships, negotiating major transactions, and translating complicated issues into practical solutions.
Joining Mintco Financial is a full-circle opportunity, returning to where his professional journey began—helping individuals and families make thoughtful decisions about their financial future. With more than twenty years of cross-disciplinary experience, he helps clients navigate complex financial and insurance decisions by listening first, simplifying their options, and guiding them toward confident, informed choices.
Dave holds degrees from Georgetown University Law Center (LL.M.), Old Dominion University (M.S. Accounting), Northeastern University School of Law (J.D.), and Stony Brook University (B.S. Business Management). He resides in Virginia with his wife and two sons and continues his military service as a Captain the Navy Reserves.
Resume
- 20+ years of financial, legal, and advisory experience helping individuals, families, executives, and organizations make informed decisions on their most important issues.
- Strong background in insurance and financial planning fundamentals from early career work with American Express Financial Advisors and GEICO.Extensive experience advising on complex and high risk financial transactions, regulatory compliance, and the negotiation of major financial contracts and business agreements across multiple sectors.
- Former law firm partner managing litigation, advising businesses, and building multimillion dollar client relationships.
- Former Active Duty and current Naval Reserve Officer with deployments at sea and to Afghanistan.
- Advanced credentials in taxation, securities, financial regulation, accounting, and business management.
- Client centered philosophy focused on clarity, listening first, simplifying complex issues, and building long term trust.