Our Team

For over 35 years, Dave has worked to earn the trust and confidence of his clients by addressing their individual financial needs at varying degrees of complexity. He is a firm believer in planning before investing. Preparing for his clients’ retirement and how best to replace their earned income with various retirement income sources occupies the lion share of his time.

Dave earned a degree in Aerospace Engineering from Virginia Tech and an MBA from Southern Illinois University. He served his country as a military aviator, both on active duty with the US Air Force and in the reserves with the Virginia Air National Guard. Although he has practiced in the field of investment planning for several decades, Dave’s engineering roots are evident in his disciplined approach to portfolio management. Dave started his career with Wheat First Securities in Warrenton and has called Main Street his home ever since.

As a beacon for his community Dave has been involved in numerous charitable organizations and committees:

• He spent twelve years as a volunteer serving on the board of the Fauquier Hospital Foundation including four years as its chairman.
• He held the position of treasurer for the Warrenton/Fauquier Chamber of Commerce.
• Dave served as chairman of the Partnership for Warrenton, the local manifestation of the National Trust for Historic Preservation.
• He Co-founded the non-profit Northern Piedmont Community Foundation, which continues to grow and serve the local and regional community today.
• Dave served locally as Scoutmaster and Assistant Scoutmaster with the Boy Scouts of America for over ten years until his three boys were grown.
• Dave, along with other community members, has been instrumental in the founding, fund raising, and construction of the Fauquier Veterans Memorial.

When Dave isn’t working he enjoys general aviation flying, wood-working, day hiking, as well as some backpacking and camping in the Blue Ridge Mountains. Of course, rooting for the Washington Nationals occupies his time from spring through fall. Dave and his wife, Virginia, live in Old Town Warrenton.

Diligently working to help design personalized investment strategies for his clients, Nick works with individuals, families, and small businesses alike. Nick enjoys getting to know his clients whether they are just getting started, contemplating retirement, or already enjoying the fruits of their labors. Empowering clients by arming them with knowledge is the hallmark of the advisory experience he creates.

Nick graduated Cum Laude from The American University in Washington D.C. with a BA in Psychology. It is to this educational foundation he attributes his ability to listen and understand his clients concerns. Since joining Wells Fargo Advisors in 2011 he quickly began acquiring the necessary knowledge to best serve his clients.  In 2015 he satisfied an arduous CERTIFIED FINANCIAL PLANNER™ Certificate program at George Mason University and ultimately became a CERTIFIED FINANCIAL PLANNER™ professional by passing the national exam in July of 2015. He has also holds a current Life and Health Insurance license in the state of Virginia.

Nick lives in Warrenton with his wife Kimberly, daughter Katia and son Liam. He enjoys exercising, cooking, wine tasting, and any activity where there is healthy competition.

As a team member Ellen is dedicated to helping her Financial Advisors provide the very best customer service experience possible. Ellen assists Dave and Nick with meeting the client’s financial needs, whether it is planning for retirement, saving for children’s/grandchildren’s education, or looking to preserve wealth.

Ellen graduated from George Mason University in Fairfax, Virginia, in 1981 with a B.S. in Business. She worked at Merrill Lynch Pierce Fenner & Smith directly after graduation, where she became a registered sales assistant. After taking some time off to raise her family, Ellen entered the workforce again in the banking industry in 1996. In January of 1998, Ellen began working for what is now Wells Fargo Advisors. In 2015, Ellen earned the Premier Client Associate distinction.

The Wells Fargo Advisors Premier Client Associate recognition is held by a select group of Registered Client Associates within Wells Fargo Advisors nominated by their management for their consistent display of professionalism, integrity and core leadership values.