...who specializes in money.

"I shall, in the light of all the circumstances surrounding my client, which I shall make every conscientious effort to ascertain and understand, give him that service which, had I been in the same circumstances, I would have applied to myself,"

This description epitomizes the holistic approach that Dave brings to his profession. When it comes to working with his clients, Dave's primary objective is to determine what is important about money to them. He then assists them in achieving these ideals through a detailed written financial plan. With a dedicated staff to assist him, Dave helps meet his clients` needs by providing tailored recommendations as well as by staying current and constantly continuing his education. Dave believes that professionalism in any field is "the end product of a deep personal interest in clients and intense desire to be the best." He finds it personally gratifying to know that through the years he has helped many clients gain financial security. Dave has over 30 years of experience in the financial services industry.  He provides an extensive knowledge of estate, long term care, retirement, tax, and benefit planning to assist his clients in achieving their personal and/or corporate financial goals. In addition, Dave works closely with accountants and attorneys in the review and evaluation of various financial concepts.

David is life and health insurance licensed in the states of Pennsylvania, Ohio, Tennessee, Florida, California, Delaware, Georgia, Minnesota, South Carolina, Arizona, North Carolina, Indiana, and Virginia.

EDUCATION

Services for the Business