After 9 years of public accounting experience, and working for a regional bank holding company as a trust officer,  Dave Herring decided to choose a career path that offered him flexibility and an opportunity to grow beyond the boundries that had previously been in place before him.

Currently, as a Wealth Management Advisor, his experience in both accounting and trust planning have given Dave Herring a very unique perspective when planning for his clients.  Retirement Income Planning, Estate Planning, and Business Transition are areas of expertise for Dave and his team.  He is also the Long Term Care Specialist in his agency.


Dave A Herring, CPA, CFP®, CLTC®, CASL®, RICP®

Wealth Management Advisor


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