Location

Camp Hill, PA

Education

Bachelor of Science – Slippery Rock University

Licenses

FINRA Series 7, 63, 66; Pennsylvania Life/Health & Variable Annuity License

Bio

Dave started his financial services career shortly after graduating from Slippery Rock University.  He  has over 15 years of experience in the areas of estate, business succession, retirement, insurance, tax reduction strategies, and investment planning.

As a trusted financial advocate, Dave works closely with his clients’ existing team of advisors (CPAs, Attorneys, etc.) to create detailed and coordinated strategies in order to optimize his clients’ financial picture.  He currently holds his FINRA Series 7, 63, and 66 Securities, as well as his Life/Health/Annuities License.  He has also earned the RICP^® (Retirement Income Certified Professional^®) and AIF^® (Accredited Investment Fiduciary) designations.  This qualifies Dave to integrate approaches, products, and strategies to create an effective retirement income plan for his clients.

Dave is an avid presenter and enjoys educating individuals on topics such as Social Security planning.  He provides seminars to various organizations to better serve his community.

Dave and his wife, Wendy, have three children and live in Harrisburg, PA.  He enjoys skiing, road biking, and mountain biking in his spare time.

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