David J Quick, CPA


Direct: 972-503-4343


Email:dquick@HearthstoneFinancial.com

David J. Quick, CPA

President


Dave graduated with honors from the University of Missouri-St. Louis in 1981, where he received a Bachelor of Science in Business Administration and a Minor in Economics.  He has over 26 years experience advising clients on complex financial matters.  He began his career working as a Certified Public Accountant where he ultimately became a Senior Manager of Price Waterhouse, one of the world’s largest and most respected accounting, tax, and consulting firms.

 

Building on his strong financial background as a CPA, Dave became licensed to serve as a Financial Advisor in 1992.  Since that time, he has assisted clients in developing comprehensive personal financial plans that go far beyond appropriate investment selection.  He strives to deliver comprehensive planning solutions that combine tax planning, estate planning, and solid investment strategies to help his clients’ achieve their goals and dreams.

 

Dave is dedicated to better educating and assisting individuals who are concerned with retirement financial planning issues.  Over 7,000 retirement minded individuals have attended his financial workshops over the last few years.