David provides comprehensive investment planning. If a working relationship is developed, he can work with clients to help achieve their goals, as for over three decades, David has helped clients address their financial concerns and develop strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in the markets, David has dedicated his career to delivering the personalized investment planning services his clients deserve.

David began his career as a Financial Advisor with Market Street Financial Services in York, where he developed his fundamental investment knowledge. With his original firm partners, he moved his financial practice to Wells Fargo Advisors Financial Network, prior to joining Raymond James in 2017. Backed by a full-service investment firm, he has access to an array of resources to help him remain fully focused in his clients’ success.

David obtained his Bachelor of Science degree from York College as a Magna Cum Laude graduate. He spends his free time with his wife, Heidi, and their three wonderful children, Leilani, Landon, and Luke. They like to stay active both physically and mentally, whether biking with the family at the local parks or taking trips abroad to experience new sights and people. David especially enjoys basketball, biking, tennis, and golf.