Meet Dave

For over 25 years, Dave has led the wealth management industry in Portland and the surrounding areas with integrity, expertise, and dedication. With his client-centered, consultative approach, he and his team offer a comprehensive range of financial services tailored to meet each client’s unique needs and goals.

From the start of his career, Dave discovered a passion for helping people manage their assets and plan for a secure retirement. He works closely with clients to identify both short- and long-term goals, then provides the guidance and strategies needed to make confident, informed financial decisions for their families’ futures.

Dave is a CERTIFIED FINANCIAL PLANNER™ Professional and holds FINRA Series 7, 24, and 63 securities registrations through LPL Financial, along with his insurance licenses. He understands that every client’s financial situation is unique, and at Newbore Wealth, he specializes in creating tailored plans that fit current circumstances while building a foundation for future growth.

Dave lives in his hometown of West Linn, Oregon, with his wife, Lisa, and has three children. In his free time, he enjoys outdoor activities, water and snow sports, honing his BBQ skills, and spending quality time with his family.