David is a Financial Advisor with a passion for helping clients achieve their financial goals. As a holder of the Chartered Retirement Planning Counselor® designation, he specializes in guiding clients through a holistic financial planning process. He works closely with Alfie to create customized financial plans that incorporate comprehensive income planning, strategic tax planning, and other essential components.

With his Series 65 Securities License and the Florida Life, Health & Annuity License, David is well-equipped to provide clients with proficient advice and tailored solutions. He is dedicated to bringing clarity and understanding to the complexities of financial planning, ensuring his clients feel confident and secure in their financial future.

Since entering the financial services industry in 2013, David has built a strong foundation of experience. He joined Advantage Retirement Group in 2018, where he continues to leverage his knowledge to serve clients. Originally from the northeast, David values time spent with his family and volunteering at his local church.