Dave has excelled in the financial services industry since 2001, specializing in retirement income planning for individuals and business owners. He guides clients through all phases of the retirement planning process with a focus on long-term financial security.

A Berks County resident since 1998, Dave is actively involved in his community as a member and Past President of the Amity Township Lions Club, a former board member of the Daniel Boone School District, and a former member of the Amity Township Park and Recreation Board. Married with two children, he enjoys spending time with family and friends, and is an avid reader, gardener, and cook. Dave is also a Fourth Degree Black Belt who continues to train in Tae Kwon Do.