David launched his financial services career after seeing an advertisement in the newspaper. Intrigued, he decided to apply for the position and set out to cultivate the skills needed to become a successful financial professional. David quickly developed a robust practice and in a few short years was extended the opportunity to become a Branch Manager in Western Pennsylvania. As a manager, he came to realize that he was deeply passionate about helping others succeed. David now serves as an Advanced Markets Director, working with financial professionals to help create integrated and innovative financial solutions for their clients.

With over 30 years of experience and a deep passion for knowledge, David specializes in designing and illustrating solutions that fit the client’s needs. From insurance strategies to social security and Medicare planning, he helps to develop tailored solutions based upon the objectives of each client. He is also known around the firm as a great teacher and coach, offering training in the areas of protection planning, estate planning, education planning, business planning, income tax planning, and retirement planning. 

David is a registered principal and holds FINRA Series 6, 7, 9, 10, 24, 26, & 63 registrations. He is licensed in life, accident, health, and property/casualty insurance and is a member of the National Association of Insurance and Financial Advisors. When he’s not working, you can find him on the golf course or around the house working on a project. He also enjoys spending time with his grand dog, Stanley, when he comes to visit.