David has always had a passion for working with people and helping them achieve success in their life. Whether that’s his clients or the advisors and staff that work alongside of him. “I get a big kick seeing them get what they want out of life!”
He attended Villanova University and Wharton School, University of Pennsylvania-Stonier graduate banking program. David has passed the NASAA Series 65 securities exam and previously held the Series 63, Series 6, and Series 26 securities registrations. In addition, he has multiple state insurance licenses for life, accident, health, and property and casualty.
David loves spending time and traveling with his family. “Karen, Sami, and Haley are a blast to hang out with.” David also loves spending time on the auto racetrack up and down the East Coast.