Dave is a CERTIFIED FINANCIAL PLANNER™ and holds securities registrations 6, 7, 63 and 65 registrations through LPL Financial, as well as Life, Health and Long-Term Care Licenses.
A graduate of Salisbury University, Dave partnered with LPL Financial in 2011 after spending 11 years as a Financial Advisor at First Investors Corporation. Dave works with clients to help educate and empower them so they can make healthy financial decisions. To that end, his planning focuses on the articulation of goals and the methods for addressing them while maintaining a strong emphasis on risk management.
Dave lives in Maryland with his wife, Maureen, and their two amazing kids, Cullen and Rory.