About

For David, financial advice begins with honesty. Known for his integrity-driven and relational approach, he prioritizes doing what is right for his clients, even when it means having difficult conversations. He believes trust is earned through a steady approach and genuine care, and he works to ensure every client relationship is built on those principles.

From Humble Beginnings to a Growing Practice

David earned his Bachelor of Science from Penn State University and wanted to pursue a career helping people. He found that purpose in financial services, beginning his career at Edward Jones where he built his business from the ground up through cold calling and door-to-door prospecting.

His work ethic and determination quickly set him apart. In his first year, David earned the firm’s Prospector Award by opening more than 120 new households, laying a strong foundation for the substantial growth he was to build over the next seven years.

In 2018, David transitioned to Wells Fargo Advisors through a succession opportunity, seeking a broader platform to better serve higher-net-worth clients. He later formed a collaboration with Zachary Yocum, Managing Director – Investments, co-leading a next-generation team focused on long-term growth, continuity and client experience.

A Relationship-First Approach

David focuses on retirement planning strategies, tax-advantaged investing, wealth accumulation and preservation strategies. He is known for walking clients through each decision, clearly outlining both opportunities and risks so they can make informed choices with confidence.

A key part of his approach is behavioral coaching—helping clients stay disciplined and avoid emotional reactions during volatile markets. He takes pride in being most valuable during challenging periods, proactively guiding clients when clarity and reassurance matter most.

Working in close collaboration with his team, David combines planning, investment strategy and personal connection to deliver a reliable, high-touch client experience.

Outside the Office

David lives in Lebanon, Pennsylvania, with his wife, Sierra. They have been married for 18 years and have two children, Savanna and Davin.

David enjoys an active lifestyle that includes golf, hiking, exercise and attending sporting events with his family. Much of his time is centered around his children’s activities, reflecting the same commitment to family that shapes both his personal life and his work with clients.

^{Wells Fargo Advisors does not provide legal or tax advice.}