Focus
David works closely with business owners, families, and individuals to develop strategies that align with their long-term objectives. Drawing on nearly three decades of experience, he integrates planning across investments, retirement, estate considerations, and risk management. His approach emphasizes careful listening and translating client goals into practical, tailored strategies that support multi-generational priorities.
Background & Experience
- B.S., Clarion University
- Former Senior Vice President and Branch Manager, Stifel Nicolaus
- Former Vice President and Regional Sales Manager, Pacific Life
- Leadership roles at Butler Wick and Wells Fargo
Outside the Office
David has lived in several parts of the country but remains rooted in Clarion, Pennsylvania. He is married to Ashley, and they have seven children between the two of them: Alex, Riley, Adeline, Makenzie, Benjamin, Grayson, and Wyatt. He has shared his passion for wrestling as a volunteer coach in the community.
CA Insurance License #4098518
