- MPA, Centenary University
- BS, Shepherd University
With 7 years experience in financial advising, David demonstrates acute focus in developing effective solutions for clients. David came to Harvest in 2021, after running his own office at a previous firm in Philadelphia. From the simplistic to the complex, David strives to provide clear, concise, and appropriate advice that leads to lasting relationships built on trust and open communication.
David holds the FINRA Series 7 and 66 securities licenses as well as insurance licenses in Pennsylvania for Life & Health.
David and his wife Kate absolutely adore being new parents to their daughter, Quinn. David is an avid golfer, likes tinkering with new technology, and enjoys cooking… homemade pizza on Friday nights!
- Goals Driven Investment Planning
- Generational Wealth Transfer
- Asset Protection
- Retirement Planning