Dave has been in Financial Services for over 20 years. He holds Series 7, 63, 65 & 26 licenses along with his life & health and property & casualty licenses and RICP designation. He works closely with individuals, families and business owners to help them achieve their long-term financial goals. He does this by considering their protection needs, their financial needs for individual goals and the hurdles they may encounter along the way.
No one plan is perfect for everyone. Dave is aware of this and drills down with each client to find out what is important to them, what keeps them up at night and what puts a smile on their faces. By taking a holistic approach and learning as much about the client as possible, a plan is developed that meets expectations and sets a road map for achieving the goals that have been discussed.
David lives in Wallingford with his wife, Trang and their son, Tyler.
Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.