David began his career in the Financial Services Industry in 1993. His background includes assisting in the start up of a large Financial Services Firm. He managed and trained other Advisors in Financial Planning/Life Insurance. David specializes in Retirement Plans, as well as, Personal Financial Planning.
David currently holds FINRA Series 63, 7 and 24, as well as, Life, Health and Property & Casualty Insurance Licenses. He also holds the ChFC and CLU certifications.
David received an MBA from Northwood University. In his spare time, he enjoys spending time with his wife Kelly, and daughters Chloe and Natalie. David also enjoys running, biking and being outdoors.