Our Associates

Background and experience
With over two decades of professional experience in banking and investments, David is focused on offering his clients financial solutions based upon their individual needs, risk tolerance and time horizon.  As a Financial Advisor, his objective is helping his clients pursue their financial goals.

David holds a BA in History (Secondary Education) and a BS in Sociology/Anthropology from Davis & Elkins College, and has earned his FINRA Series 7 and Series 65 securities registrations, in addition to his Resident Producer insurance licenses.

David started his financial services career with First Union in 2002, staying through the Wachovia and Wells Fargo & Company transitions.  He left the company in 2012 to pursue a career as a Financial Advisor with a local community bank, returning to Wells Fargo Advisors in the Spring of 2025.

Away from office
David is a 33-year resident of Clarks Summit PA, where he lives with his wife and family.  He is a native of West Virginia and enjoys outdoor activities including hiking, birdwatching, and gardening.  David spends his summers with family at the Delaware shore.

David also enjoys watching a good classic movie from time to time, taking on DYI home improvement projects, and is pretty handy at building musical string instruments out of ordinary household objects.  He enjoys entertaining his granddaughter with his juggling skills, and blowing bubbles.