David joined the firm in 1993 and has over 20 years of experience advising individuals and businesses in the areas of employee benefits, business continuation planning and estate planning. He was made a partner of the firm in 2005 and leads a practice that is focused on needs based planning.
David is a 1993 graduate of Bloomsburg University, where he earned his degree in accounting and was a member of the University Scholars program. David earned his life/health producers license in early 1994. He undertook the “Chartered Life Underwriter” (“CLU”) program as a home study course and completed his certification in 2000. David has been a top producing agent for “BenefitMall” – the largest brokerage General Agency in the United States – in each consecutive year dating back to 2006. David has been an active member of the National Association of Health Underwriters (“NAHU”) and has attended the “Capitol Conference” in Washington DC for the last 3 years meeting with the office of Senator Menendez and Congressman Frelinghuysen to discuss health insurance issues relevant to businesses in New Jersey.
David loves to grill, hike, golf and spend time with his family. He is married to his wife Beth Ann and they recently celebrated their 20th wedding anniversary. Together, they have 4 children, James, Hannah, Amaia & Gabriella. Their oldest, James begins his college career at Bloomsburg University in August.