Dave Homan

Experience

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  Capco

  Oct 2001 - Apr 2004

  Systems Analyst

  Delivered data management, solution services, and consulting for global financial institutions. Incorporated Bloomberg Terminal and Reuters Market Data to research and correct securities, price history, and corporate actions for global market securites.

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  Private Ocean Wealth Management dba Wealthspire Advisors

  Apr 2004 - Jun 2012

  Senior Wealth Advisor

  Provided investment advice and financial planning to high net worth individuals.

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  Intersect Marketing Group

  Jun 2012 - Apr 2023

  Owner

  Real Estate Focused Marketing: Since 2007 we have provided a subscription-based marketing as a service solution perfectly tailored to the needs of real estate agents. With low startup costs and our commitment to an ongoing partnership, agents get a web presence designed to make them stand out from the crowd of templated agent sites along with email & social media marketing services.

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  Willow Creek Wealth Management

  Mar 2013 - now

  Financial Advisor

  Advisor with more than 15 years wealth management experience: Helping clients make informed decisions with investments, tax planning, estate planning, risk management, and charitable strategies.At Willow Creek, we integrate the art of financial planning with the science of investing, delivering both with highly personalized service. Your plan is custom-tailored and updated regularly so you can continue to make informed financial decisions as events and situations change.

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  Intersect Marketing Group

  May 2020 - Apr 2023

  Owner

  Comprehensive Digital Marketing: We deliver broad digital marketing services to small-medium size businesses in a growing list of markets. The diversity of our client base helps us provide unique solutions to a myriad of business types. Our services include search engine marketing, search engine optimization, social media marketing, pay per click marketing, email marketing, and more.