Our Experience and Qualifications

David has a Bachelor of Science degree in Business Administration from Widener University. In addition he has advanced his studies in the Personal Financial Planning area, graduating from the American Bankers Association, “National Trust School” at Northwestern University, The Cannon Trust School, Charlotte, NC and is a graduate of the College for Financial Planning, CFP^® Professional Education Program.  He has also earned his CERTIFIED FINANCIAL PLANNER™ certification..

 

David knows that most clients have concerns about two things: their financial future and selecting the right advisor. Choosing a financial advisor with ethics and integrity is a vital part of getting a sense of peace about their financial future. He says, "I have two goals for every client: I want to be the kind of financial advisor whose integrity and character would be good enough for my own parents. And I want to help each client create, preserve and protect their wealth so that they have the resources to live a life with no regrets–the life they have always dreamt about." David has experience with complex investment planning techniques as well as advanced estate planning strategies. With more than 15 years of experience advising wealthy families with their complex financial needs, David is committed to providing his clients with the highest caliber of professional advice and personal service.