Dave Deschamps, CFP®

Partner & Wealth Advisor

Dave Deschamps enjoys developing and implementing financial plans and investment portfolios for clients that allow them to enjoy their full life – whether that means retiring early, assisting family, or pursuing charitable endeavors.

As a Wealth Advisor, Dave enjoys bringing clarity and understanding to the big picture questions while filtering out many distractions.  Drawing on over a decade of experience as a CERTIFIED FINANCIAL PLANNER™ professional, he’s able to help clients balance the financial implications along with the emotional considerations when making important decisions.

Dave joined the firm in September 2017 after spending the previous ten years with a financial planning firm in the Chicagoland area.  He earned his B.A. in Business Administration from Calvin College in Grand Rapids, MI.


Discover more about how we can help you enjoy a full life.