Currently a Regional Vice President and Managing Partner of Phoenix Private Wealth, David focuses on assisting clients with the following areas: financial and retirement planning, insurance protection, college funding, general wealth accumulation and more.

To do it right takes commitment, planning, resources, and knowledge to help you develop and implement a sound financial strategy.

David has been awarded the title of Retirement Planning Specialist by AXA Advisors based on the receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. He is also a qualifying member of the Million Dollar Round Table (MDRT), an elite international network of the top 5% of financial professionals globally, who serve their clients with exemplary performance and the highest standards of ethics, knowledge, and productivity.

David is a graduate of Gettysburg College with a degree in economics and business administration. He maintains the Series 7, Series 66, Series 24 registrations; and Life, Accident and Health Licenses.

David is committed to fostering long-term relationships built on trust, credibility and quality of service. This is accomplished by implementing a multi-step process working closely with clients and their other advisors. David believes that his clients' ultimate success lies not in a single transaction but in their overall quality of life.

David resides in Marriottsville, Maryland with his wife Ashley, daughter Addison, and son Rhem.