Dave lives in Boulder with his wife, Kirby, and three (!) boys, Grant (born 2002), Reid (born 2005), and Brooks (born 2010). In the last year, another financial planner has started to work with Dave in the main office in downtown Boulder. Bill's professional mission is "to engage clients in an enjoyable process of financial education and planning that provides extreme value and quantifiable results." Bill lives in Unionville, Pennsylvania with his wife Lynda and three sons, Blake, David, and Stephen. Outside of the office, Bill is dedicated to spending quality time with his family with an emphasis on camping (usually with the Boy Scouts), skiing, golfing, and enjoying all things near the Brandywine (river). Holding a Bachelor of Science degree from Penn State University, Bill has also earned the professional certification of CERTIFIED FINANCIAL PLANNER™ practitioner from the Certified Financial Planner Board of Standards. Bill is a graduate of Widener University with a Masters Degree in Taxation (MST), and has earned the professional designation of CHARTERED FINANCIAL CONSULTANT (ChFC) from The American College.