David C. Sego, CPA/PFS, CFP®
Dave has over 25 years' experience in financial services. He is a Certified Public Accountant, a CERTIFIED FINANCIAL PLANNER™ professional and has been an investment advisor since 1988. He is also a member of The Milestone Group’s investment management committee. Prior to joining The Milestone Group, Dave was the Managing Director/Partner of a regional wealth management firm in Texas where he was responsible for its leadership and growth. He has significant experience helping clients manage their personal and family wealth as well as extensive experience consulting family-owned business owners regarding complex financial issues.
Dave graduated with a Bachelor of Business Administration in Accounting from Missouri Western State University and has been active in various professional and charitable organizations throughout his career.