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Upcoming Webinar: Empowering Women Investors. April 30 @ Noon EDT

Meet Dave Forshew, AIF®, PPC™


(800) 457-4304


About Dave

Dave specializes in qualified retirement plan and fiduciary best practices consulting for small and mid-sized companies. In his role as a financial adviser, he works with businesses to develop goals for their retirement plans, properly administer their plans, monitor their progress and guide their employees toward their personal retirement dreams. Previously, Dave was a retirement plan adviser for a Registered Investment Advisor. He also served as the retirement plan specialist for a national insurance-based financial firm.

Dave has earned his Accredited Investment Fiduciary® and Professional Plan Consultant™ designations. While at the University of Mount Union, Dave earned a BA in Sports Management and Business Administration.

Connect with Dave on LinkedIn

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  • Retirement Planning
  • Tax Planning
  • College Planning
  • Estate Planning
  • Investment Portfolio and 401k Advice & Monitoring
  • Social Security
  • Medicare
  • Insurance & Risk Management
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  • AIF® (Accredited Investment Fiduciary®)
  • PPC™ (Professional Plan Consultant™)




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In college, Dave was an NCAA National Champion and national record holder in the pole vault. His aspirations remain high, having recently achieved his lifelong dream of learning to play the bagpipes. He now plays with the Celtic Eagle Pipe Band, a competitive band that travels throughout the East Coast and Midwest to compete in various Highland Games.