Relationship Advisor
Dave Halfaker and his wife, Joanie, will be joining the BridgePort Financial Solutions (BridgePort) team in 2024. As an advisor, Dave enjoys forming deep relationships with his clients and witnessing their financial growth and success over the years.
For the past 25 years, Dave has helped guide clients toward their most important financial goals. In 1997, Dave founded Halfaker & Associates, CPAs with his wife. The CPA practice catered to individuals and small business clients and soon evolved to provide financial planning and investment advice.
Dave earned a bachelor’s degree in accounting from Florida State University. Shortly after graduating from college, he held various corporate financial management roles.
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