Dave Kozlowski

Dave joined the Richmond-based firm in 1997 as a financial planner and took the path less traveled for those going into finance: putting people before the bottom line. “When you approach financial planning with this mission, you’re able to make a difference in many people’s lives,” he says. “And that’s not just for our clients – it makes a difference in the lives of our team members and their families, too.”

Dave holds a bachelor’s degree in finance from James Madison University and a master’s degree in financial planning from the College of Financial Planning®. He has held prior positions of increasing responsibility with a large investment management company. Dave is a former school board member of Veritas School in Richmond, VA. When the sun shines, he can be found hiking, running, and cycling, often with his wife, Marcy, and their expanding family. He worships and serves at Spring Run Presbyterian Church.

Dave, Richmond, VA, CFP, holds the following designations and memberships:

• Verus Investment Policy Committee, Leadership Committee, and Board of Directors
• CERTIFIED FINANCIAL PLANNER^®
• Enrolled Agent admitted to practice before the Internal Revenue Service
• Life and Health Insurance Consultant license in Virginia
• Past Chairman and Past President, Financial Planning Association of Central Virginia
• Current Vice-Chair of the JMU Parents’ Council