For over 30 Years, David has served as trusted financial advisor to families, individuals, and business owners across the United States. A Northeast Ohio native, Dave earned a BA in Business and Economics from Baldwin-Wallace College and an executive certificate from the Wharton School of Business at the University of Pennsylvania Securities Industry Institute.

David specializes in helping clients accumulate, grow, manage, and distribute wealth, with a strong emphasis on tax efficiency. Through a personal approach, he focuses on simplifying financial decisions and guiding clients toward achieving financial confidence and success.

A lifelong area resident, Dave is an active member in the community. He is a member of St. Christine’s Parish in Youngstown, OH, and currently serves on the board of Leadership Mahoning Valley. He has previously held board positions with The Optimist Club, Youngstown Visiting Nurses Association, Lake Milton Boat Club, and the Boardman Gridiron Club.

Outside of work, David enjoys boating, golfing, and spending time with friends and family.

He currently resides in Boardman with his wife of 35 years, Cari. They are proud parents of two adult children: Emilee, a special education teacher, and Evan, who works in medical device sales.

For over 30 Years, David has served as trusted financial advisor to families, individuals, and business owners across the United States. A Northeast Ohio native, Dave earned a BA in Business and Economics from Baldwin-Wallace College and an executive certificate from the Wharton School of Business at the University of Pennsylvania Securities Industry Institute.

David specializes in helping clients accumulate, grow, manage, and distribute wealth, with a strong emphasis on tax efficiency. Through a personal approach, he focuses on simplifying financial decisions and guiding clients toward achieving financial confidence and success.

A lifelong area resident, Dave is an active member in the community. He is a member of St. Christine’s Parish in Youngstown, OH, and currently serves on the board of Leadership Mahoning Valley. He has previously held board positions with The Optimist Club, Youngstown Visiting Nurses Association, Lake Milton Boat Club, and the Boardman Gridiron Club.

Outside of work, David enjoys boating, golfing, and spending time with friends and family.

He currently resides in Boardman with his wife of 35 years, Cari. They are proud parents of two adult children: Emilee, a special education teacher, and Evan, who works in medical device sales.