With more than 30 years of experience in helping investors develop strategies to realize their financial goals, David has keen insight into building effective professional relationships. David utilizes a personalized planning service with different investments since each individual has specific needs. David believes in relationships based on trust and respect and has dedicated his practice to exemplify this.
After earning his bachelor's degree in Finance from Rider College, David began his career as a Finacial Advisor with Prudential Securities, a predecessor of Wells Fargo Advisors in 1990. In 2007, David earned the Certified Retirment Counselor(R) certification by completing an approved educational program, passing a rigorous examination and meeting stringent experience requirements. He focuses on retirement planning and portfolio management services for individuals, business owners and qualified retirement plans. 
David is involved in several community efforts and is a Regional Member of the Burlington County Chamber of Commerce. He is the former Treasurer of the Chamber, is a past Director Emeritus member, and on the Golf Committee. Since he grew up in Haddonfield, David enjoys giving back to the community and is a regular doner to the American Red Cross. 
Away from the office, David enjoys spending his free time with his wife Karen and their 3 children. They love going to the beach in the summer, watching Flyers, Eagles and Phillies games and being active. David enjoys playing golf as much as possible, fishing, and traveling with the kids. David and Karen look forward to sharing their many hobbies with their children as they get older.