He put together an excellent insurance program from Northwestern Mutual that has worked perfectly for me. He has also suggested other Northwestern Mutual solutions that have helped me with my financial goals. Dave has "suffered" with me and always been available when needed.
Richard H. Gilden
Partner
Kramer Levin Naftalis & Frankel LLP
Dave has been providing insurance and financial advice to me for approximately 4 years. He is knowledgeable about the products offered by Northwestern Mutual and creative in using that knowledge to find insurance protection particularly well suited to my needs. As financial advisor, he has been attentive to my concerns and formulated solutions to help address my financial objectives.
John I. Karesh
Vedder Price P.C.
Working with Dave over the past 8 years has been a very stress-free experience. I feel Dave has a great understanding of all his products and really treats you like one would treat and care about one's own family member.
Dennis Desouza
Top 50 Re/Max Agent in the World
There are many financial planners that are available to small businesses these days. However, our choice was made very simple once we met with Dave. His broad knowledge of financial planning, insurance and general business practices made us extremely confident in our decision. As far as service, we are a company located in Northern California. Dave is based in Southern California. However, you would never know there was a geographical gap between us since any time we have ever needed him it seems as if he was on the next flight and he would suddenly appear before us.
John Esopa
Owner, One Line Power Systems Inc.
Dave McQuade is at his core, a problem solver. He is a great listener so he grasps the details of a conversation and then strategizes on the best possible solutions. I especially appreciate that he also has the depth of knowledge about financial products and resources that he knows where and when to turn to get the answers for that individual client.
Christine Gaunt
Marketing Consultant
I appreciate Dave’s business experience outside the insurance industry as a business owner, in addition to his broad and specialized education. As a business owner myself, I know that Dave can draw from the expertise developed in his 35 year career to help me make the best insurance and investment decisions for me, my family and my business. As an established professional with a deep client base, I have confidence that Dave’s advice is based on my needs and not driven by product sales.
Scott Harmes
Owner
Hammersmith Capital, Inc.
Dave has been my financial advisor and handled all of my family's life insurance needs since 1997. I rely on Dave's expertise from earning the Chartered Financial Consultant and Chartered Life Underwriter designations to advise me on the intricacies of my life insurance, trusts and tax consequences of various strategies. How much do I trust him? I have referred my son, daughter and my wife's best friend of over 40 years to him.
Gary Robison
Regional Director
Great-West Retirement Services
