For more than 23 years, David has been working with high-net-worth individuals, families, business owners, professionals and executives to transform their financial goals into realities. By getting to know his clients through a systemized process, David establishes a culture of integrity and trust, creating realistic expectations and the execution of personalized financial plans.
By utilizing the resources provided by Kestra Investment Services, LLC a leading independent Broker Dealer, David has access to some of the top rated money managers and advisors in the industry. Leveraging expertise supported by some of the industry’s most sophisticated investment analysis, tools and technology.
Corporate clients use his expertise to learn and become informed about qualified and non-qualified plan options for their businesses, a highly evolving area of fiduciary responsibility.
He holds the Series 7(General Securities Representative), 6 (Investment Company and Variable Contracts Products Representative), and 63(Uniform Securities State Law Examination). David is a member of the National Association of Insurance and Financial Advisors and the Life Underwriting Training Council. He has received numerous business awards, including Court of the Table qualifier in the Million Dollar Round Table, which is recognized internationally as the standard of sales excellence in the life insurance and financial services industry. David is a Registered Representative with Kestra Investment Services, LLC and an Investment Advisor Representative with Kestra Advisory Services, LLC.
David resides in Upper Dublin, PA with his wife Debby and their two children Max and Sadi, where he enjoys supporting various fund raising events and coaching sports in his community.