As a Financial Adviser at AspireWealth Planners, David is responsible for understanding the goals and objectives of each client and helps assist them achieve those goals through education, strategic partnerships, and leveraging our services and solutions as holistic wealth planners in the communities we serve. David strives to serve as an advocate for his customers to deliver proactive and responsive service to his clients and help them manage and track their progress toward meeting their financial goals throughout all life’s stages.
David comes to AspireWealth with 9 years industry experience. Prior to joining AspireWealth Planners, David worked as a financial professional in various capacities advising clients in areas such as asset management, risk mitigation, and retirement planning.
David is a graduate of University of Delaware with a Bachelor of Arts Degree in Communications. When not at work, David enjoys spending time with his sons, playing golf, and traveling.