Dave founded Flegal Financial Planning in 2024 with the goal of having a significant impact in clients’ lives by going beyond the numbers and truly understanding what’s important to them. He’s passionate about helping clients align their values with their finances so they can live meaningful, and peace filled lives. Dave’s experience as a Certified Public Accountant (CPA) and tax preparer enables him to give tax-focused financial advice which helps to minimize clients’ lifetime tax bills.

Outside of the office, Dave enjoys spending time with his wife, Jess, and their two kids Evelyn (Evie) and Samuel (Sammy). His family enjoys being active in their local church and community. You’ll often find Dave spending time with his family, working out at his local Crossfit gym, in the backyard with his beehive (yes, you heard that right!) or playing board games.