David Spence, CPA, CFP, CLU, PFS
Managing Member
Dave Spence, founder and Managing Member of Palladium Wealth Management, LLC, a Registered Investment Advisory firm, is a CPA, a Certified Financial Planner®, a Chartered Life Underwriter and a Personal Financial Specialist. Dave specializes in estate planning, tax planning, business succession planning and personal financial planning for affluent individuals and small business owners.
A graduate of Miami University (Ohio), Dave served 6 years in public accounting, 18 years with AXA Advisors, LLC and nearly 15 years with former broker dealer LPL Financial. A featured speaker at numerous educational conferences, he also served as President of the Northern Chapter of the Virginia Society of CPAs from 2002-2003. He has been named several times by Virginia Business Magazine as a "Super CPA" (Personal Financial Planning Division) based on nominations and votes of other CPAs throughout Virginia.
David George Spence holds Life Insurance licenses in the following states: VA (domicile and principal place of business), FL, MD, CA, CO, NC, OH, PA, & SC.
In 2010, David Spence was accepted into the nation's most exclusive group of financial advisors - Ed Slott's Master Elite IRA Advisor Group® Ed Slott's Elite IRA Advisor Group™ is a group of financial advisors dedicated to solving the country's biggest and most complex financial problem - effectively managing the distribution of assets from Individual Retirement Accounts (IRAs).
Personal:
A native of Steubenville, Ohio, and a resident of Burke VA, he is married and has 3 children and 2 grandchildren. He enjoys traveling, skiing, boating and following the Pittsburgh Steelers and Ohio State Buckeyes during football season.