“My objective is to understand my clients’ goals, work within their comfort level, build strong, trusting relationships, and develop a strategic plan to help them achieve their financial and retirement goals. I begin my client meetings by listening to their personal goals, financial situation, and plans. Good communication and great service are the keys to developing and maintaining successful long-term relationships.”

A 1984 graduate of St. Bonaventure University, David holds a Bachelor of Science in Business Administration. He worked for 14 years on Wall Street, first as a financial analyst for three years at Dean Witter Reynolds, then as a Vice President at Cantor Fitzgerald, Inc. and Liberty Brokerage. He also worked for over five years as a Business Development professional for eBay, Inc.

David is a Financial Advisor of GWN Securities Inc., an independent registered broker-dealer. David is licensed to sell mutual funds, variable annuities, and life, health, and accident insurance.

David lives in Collegeville, Pennsylvania. He enjoys spending quality time with his wife and son and playing tennis and golf in his spare time.