About
Meet Dave
"I grew up fascinated by money. Not the accumulation of it (alright maybe a little bit), but the freedom it creates (At the time it was probably how many packets of basketball cards I could buy). My dad taught me early. A Roth IRA at 16, compound interest before I could drive, and the hard lesson that Wall Street gurus are usually selling something that benefits someone else.
I rode the market through the Great Recession, got burned chasing stock tips, and eventually found my footing as a Boglehead . The philosophy of letting broad market funds do the heavy lifting while I focused on what actually mattered: living."
Dave’s Journey to Financial Freedom
"That question of “what actually matters?” took me through a lot of searching. Van life through the American Southwest. Yoga. Aikido. Quitting my day job. Twice. Arguments with my partner over $50 lunches that were really about something deeper. I got into the FIRE movement (Financial Independence, Retire Early), but I realized I was running away from something rather than toward it.
Now I'm building an off-grid homestead, running toward a life I’m deliberately designing. And helping others do the same."
Why Dave Is Different
"That's what Happy Heart Finance is all about. Not just the numbers, not just the finances, but the human behind them. Your relationship with money lives in your body, your nervous system, your beliefs. When you align those with your financial goals, everything changes.
I bring the spreadsheets and the breathwork. Let's build something real together."
Learn More About Working with Dave
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