About Dave

Dave Beck has more than 27 years of experience serving and advising high net worth individuals, businesses and their owners, and young professionals. Dave is driven to provide clients with a holistic, comprehensive approach to personal and business finances.

Experience

Dave’s extensive experience with income tax planning, executive stock option planning and retirement planning allows him to provide clients the trust and perspective they can rely on when shaping their objectives. He listens to the needs of his clients, helping them navigate decisions to achieve their personal and financial objectives. By implementing strategies and developing innovative solutions, Dave partners with clients to help them reach their goals.

Professional affiliations and designations

• Certified financial planner
• Certified public accountant
• American Institute of Certified Public Accountants, member
• Iowa Society of Certified Public Accountants, member
• Quad City Estate Planning Council

Education

• Master of Accountancy with concentration in taxation, Truman State University
• Bachelor of Science, accounting, Truman State University