Portfolio Building Tactics
Creative Strategies & Investments
REITS & Opportunity Zone Funds
Dave Ehrenkrook is a Certified Financial Planner at Heritage Financial Group whose specialty niche is Real Estate Investors.
Dave offers a coaching based financial plan for investors. He does a complete analysis of operating real estate portfolios from a tax and investment perspective. They do acquisition planning and exit planning. In addition, they provide investment management and are fluent with DST’s and Opportunity Zone Funds and stocks.
In his free time, he enjoys renovating our home, boating and water skiing with friends and family, bump skiing, drumming, and sampling a good beer or some bourbon.