For over thirty years David has provided clients strategic guidance by taking a holistic planning approach. He believes it is important to champion for each and every client, focusing on their individual hopes, needs and desires. While David and his team assist clients at every stage of life, their focus continues to be retirement planning and creating sustainable income strategies for those nearing or in retirement.
David has a BA in Economics from Drew University in Madison, New Jersey and holds the professional ChFC®, Chartered Financial Consultant, designation from The American College in Bryn Mawr, Pennsylvania. He has received numerous awards of recognition for professional service over many years, including Signator’s ACE Award, (Achieving Client Excellence), and has been inducted into the prestigious Signator Hall of Fame.
David considers his greatest accomplishment to be convincing his lovely wife, Karen, to marry him in 1984. Together they have raised three beautiful kids and have launched them to successful adulthood. David and Karen reside in Moorestown, New Jersey and remain committed to ministry leadership and community service. David also enjoys golf, pickleball, reading, exercising and traveling with his family.