About

My mission is to provide targeted, objective, and timely financial advice and guidance - with the highest level of professional service and personal integrity.


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Meet Our Team

David C. Green, AAMS

Senior Financial Advisor
First Vice President - Investments

I have been working in the financial services industry since 2005. After working for Wells Fargo for almost 3 years I decided to transition to Wells Fargo Advisors in 2010 to become a Financial Advisor. In 2012 I moved my practice to Edward Jones, where I worked for 5 years before my family and I relocated outside of Honesdale, PA and moved my practice back to Wells Fargo Advisors. I hold a bachelor’s degree in Business Administration from Shippensburg University, where I pulled double duty as a member of the football team as well as track and field. With an emphasis on continuing education, I have also earned the Accredited Asset Management Specialist, or AAMS®, certification by meeting professional standards and passing a comprehensive examination from the College for Financial Planning.

Away from the office, I also enjoy various sports, coaching, hunting, and the open space of living on a farm. I reside locally with my lovely and talented wife Megan, and our two children, son Cortland and daughter Quinn.

Certificates

AAMS

Josh Hirneisen

Registered Client Associate