HD Financial was created when Tom and Dave partnered up in 2013. A financial planner since 2006, Tom's philosophy is to provide honest, personalized advice to clients and serve as a trustworthy resource for all of their financial needs. Dave's expertise as a CPA is an important component to providing comprehensive services. Sarah joined two years later and as a trio, they provide long-term financial strategies to meet your life and legacy goals.
You can rely on HD Financial as a resource for investments, retirement, taxes, estate planning, and insurance. We also have partnered with D&D Insurance and Providence Home Lending to ensure we can offer solutions throughout your life stages.