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- Why Summit?
Dave is a senior account manager in Summit’s Retirement Plan Services division. He brings almost twenty years of experience in the retirement plan industry. Prior to joining Summit Financial Corporation in 2004, Dave held compliance, conversion, and administration roles with several third-party administration firms.
Dave currently maintains the following professional designations awarded by The American Society of Pension Professionals & Actuaries (ASPPA): Qualified 401(k) Administrator (QKA), Qualified Pension Administrator (QPA), and Certified Pension Consultant (CPC).
Dave is a member in good standing with ASPPA.