Investment Advisor Representative
David joined our group in 2011 because he felt he would be better able to provide the type of customer service he felt his clients deserved. As an Investment Advisor Representative with over 29 years experience, David believes success should be measured not just by your financial well-being, but how confident you feel about your future. A native of Philadelphia and a graduate of Bishop Neuman High School, David earned a double major in Behavioral Science and Business Management from Widener University.
Active in several Varsity Sports and Captain of the Widener Lacrosse Team, David now coaches the Drexel University Lacrosse Club. David has also coached in the basketball and lacrosse programs in Nether Providence Athletic Association over the last 15 years.
David resides in Wallingingford PA, and in Stone Harbor NJ with his wife Mary and daughter Rachel and son Michael. When he's not in the office or devising a new team strategy, David enjoys boating and fishing at the jersey shore.