David joined the financial services business in 1994 with New England Financial Group. He spent 8 years with them before moving to an Independent Financial Services group in Exton, PA. For the first 20 years, he has specialized in Employee Benefits, Insurance and Retirement Planning.
He has completed the Babson College’s Institute for Entrepreneurial Leadership and Advancement. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®).
David is married to Kristin and lives in Lafayette Hill with their 3 daughters. He enjoys coaching and watching his daughters play their various sports. He also enjoys playing golf when he has the time.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.