MBA, CHFC® Founding Partner
David has been in the wealth advisory industry since 1992.
As Beacon’s Financial Officer, David oversees all the financial aspects of Beacon Financial Partners and Beacon Financial Advisory.
David uses a strategic approach to income management for retirees and high net worth individuals, investment risk control, estate distribution and tax minimization techniques.
David earned his MBA in Finance from the Wharton School in 1990 and his ChFC®(R) designation in 1997 and sits on the boards of several civic and business organizations.