After over four decades of guiding clients toward confident, financially independent futures, Dave transitioned to a consulting role in 2024. Today, he is living the exact milestone he spent his career preparing clients for: a secure, dignified retirement enriched by the company of family and friends.
Dave began his financial services career in 1982, driven by the principle that an educated client is the best client. His hallmark has always been translating complex retirement and income strategies into simple, actionable language.
Before entering finance, Dave earned a B.A. in Economics from Lafayette College, where he was a 1980 All-American defensive back. He subsequently signed as a free agent with the Pittsburgh Steelers, often joking he was there "long enough to have a cup of coffee." Dave and his wife, Michele, have been married since 1982 and proudly share three adult children and eight grandchildren.