Specialties: Wealth Management, Retirement Planning, Comprehensive Financial Planning, Charitable & Planned Giving, Investment Management.

Business Philosophy: We care for our clients as we would care for ourselves & family. We know our clients & their goals. We treat clients like people, not like portfolio balances. We empower clients to feel confident about their decisions. We practice time-tested financial approaches. We believe in the power of individual choice. We follow prudent financial principles. David has spent his entire career in Financial Services. He has a Master's of Science in Financial Services (MSFS). He has CFP...

Business Philosophy: We care for our clients as we would care for ourselves & family. We know our clients & their goals. We treat clients like people, not like portfolio balances. We empower clients to feel confident about their decisions. We practice time-tested financial approaches. We believe in the power of individual choice. We follow prudent financial principles. David has spent his entire career in Financial Services. He has a Master's of Science in Financial Services (MSFS). He has CFP (Certified Financial Planner Certificate), CLU (Chartered Life Underwriter), ChFC (Chartered Financial Consultant), FINRA Series 7, Series 24, Series 63, is a Registered Principal and an Investment Adviser Representative with Commonwealth Financial Network, and a member FINRA/SIPC.