For Dave Kozlowski, his knowledge is in financial planning, but his work is as a servant to others. “Some of our clients actually see us not just as a friend and an adviser," the Verus president says, "but as a member of their immediate family. You know you’re making a difference and doing good when you achieve that status.”

Dave joined the firm in 1997 as a financial planner, and took the path less traveled for those going into finance: putting people before the bottom line. “When you approach financial planning with this mission, you’re able to make a difference in many people’s lives,” he says. “And that’s not just for our clients – it makes a difference in the lives of our team members and their families, too.”

Dave holds a bachelor’s degree in finance from James Madison University and a master’s degree in financial planing from the College of Financial Planning®. He is formally trained in fiduciary responsibility and has held prior positions of increasing responsibility with a large investment management company. Dave is a former school board member of Veritas School in Richmond, Va. When the sun shines, he can be found hiking, running and cycling, often with his wife and three daughters. He worships and serves at Spring Run Presbyterian Church.

Dave holds the following designations and memberships:

  • CERTIFIED FINANCIAL PLANNER™
  • Enrolled Agent admitted to practice before the Internal Revenue Service
  • Accredited Investment Fiduciary® from Fiduciary 360
  • Life and Health Insurance Consultant license in Virginia
  • Past Chairman and Past President, Financial Planning Association of Central Virginia
  • Past Board Member, Institute of Certified Financial Planners
  • Member, Financial Planning Association
  • Member, JMU Parent’s Council
  • Verus Investment Policy Committee
  • National Association of Personal Financial Advisors (NAPFA) registered advisor