Since 1994, when he began his career, Dave has held the belief that, when done properly, financial planning is an important element to help clients attain long-term success. Dave has earned the CERTIFIED FINANCIAL PLANNER(TM) professional certification and is dedicated to helping clients build secure financial futures. Dave emphasizes educating clients regarding financial matters and helping them to make choices toward achieving their personal financial goals.

Dave enjoys working with motivated clients of all demographics. He has clients that he has worked with for over 20 years, but is never too busy to meet with new people who may benefit from his experience and expertise.

Dave is a life-long resident of Delaware living in North Wilmington with his wife Christine, daughter Abigail, and twin sons Harrison and Alex.




  • Salesianum High School
  • U. S. Naval Academy 1988-1990
  • University of Delaware B. S. Finance & B. S. Economics



Member of:


Society of Financial Service Professionals