Get To Know David

For nearly 20 years I've helped families and small business owners plan for retirement, put their children through college, and develop good financial habits.  As a parent and a small business owner, I understand the challenges my clients face because I live those challenges too.

My education and professional acheivements include a Bachelors of Science in Business from Penn State University.  In addition, I've earned the Chartered Financial Consultant™, Chartered Life Underwriter™, and Certified Financial Planner™ designations.  

I'm also proud to serve the greater Bear, DE community.  Currently, I serve as the Treasurer for the the Caravel Academy PTC and also coach Canal Little League. In addition, I've helped to sponsor organizations and events such as:

I am currently accepting clients in the following states:  DE, MD, and PA.  To schedule a phone consultation, please visit my online booking page.