Dave Gagnon

Vice President, Executive Benefits Consulting

Dave Gagnon

About

Dave Gagnon is Vice President of Executive Benefits at OneDigital, where he advises banks and corporate clients on executive benefit strategies that help attract, reward, and retain key talent. His work spans plan education, design, implementation, and funding analysis, with a focus on delivering thoughtful, client-centered solutions.

Before joining OneDigital, Dave served as Vice President of Consulting at BoliColi, where he played a key role in driving the firm’s growth and building its reputation in the executive benefits space. His work is grounded in a deep understanding of benefit planning and long-term relationship management.

Earlier in his career, Dave spent over seven years at ADP, managing strategic partnerships with CPA firms across New York City. There, he advised firms and their clients on employee benefits and HR outsourcing, further refining his skills in complex plan design and client service.

Dave is a registered representative of M Holdings Securities, Inc.

Outside of work, Dave enjoys golfing, live music, and snowboarding. He has recently taken on a new role of Dad to his son, Ryan, and looks forward to getting him on the ski slopes soon.

  • FINRA Licensing Series 7 and 66
  • Life, Accident and Health Insurance License, Commonwealth of Massachusetts
  • High Point University, Bachelor of Science in Finance

Investment advice offered through OneDigital Investment Advisors LLC.

Securities offered through M Holdings Securities, Inc. (“M Securities”), a registered broker/dealer, member FINRA/SIPC. M Securities is independently owned and operated. ODIA is independent of and unaffiliated with M Securities.
Check the background of this investment professional on FINRA’s BrokerCheck.
OneDigital Investment Advisors LLC’s Client Relationship Summary: Form CRS
M Securities’ Client Relationship Summary: Form CRS