Dave fell in love with the art and science of finance early on in his career. He believes that financial planning is a dynamic experience as everyone’s situation is unique, not just financially but emotionally too.

Dave has found that most people he works with haven’t taken the time to organize their financial life. Whether through fear or procrastination, many take for granted that when their paycheck comes in it will cover their expenses and there will be money to set aside for their retirement. Just like sitting down to pay bills or plan out kids' schedules, Dave works with his clients to assess their current situation and envision where they want to be financially so they can be better prepared for the future.

Dave graduated from Penn State University with a degree in Finance from Smeal College of Business. He currently resides in Olyphant, PA with his wife and their two children.

Outside of the office, you can find Dave with his family. Whether he’s cheering his kids on at soccer, baseball, or basketball game or traveling to new places, Dave and his family love being active and exploring the world. Dave also founded and helps to run the Mid Valley Youth Soccer League, a SAY soccer (Soccer Association for Youth) recreational program designed to provide any child the opportunity to play recreational soccer.