David is an Investment Adviser Representative who works closely with Alfie in preparing customized financial and income plans, as well as assisting our clients with documentation that pertains to managed money, annuities, and life insurance. David is passionate about bringing clarity and understanding to the challenges that come with financial planning by implementing strategies that provide confidence and security to the clients that he serves.
David is originally from New Jersey and was in the banking industry before joining Advantage Retirement Group in 2018. He loves spending time with his wife, Michelle, and dog, Belle. In his free time, he enjoys time spent with family, music and sports.