Dave began his career in the financial services industry over 30 years ago. He achieved a CERTIFIED FINANCIAL PLANNER™ designation awarded by the Certified Financial Planner Board of Standards, Inc. He is a member of the Erie Estate Planning Council and Erie Chamber of Commerce.
Dave focuses on providing fee-based financial and retirement planning for individuals and small business owners. An area of his specialty is in retirement lump-sum rollovers and distributions, as well as providing lifetime income solutions. Additionally, Dave is recognized for his experience in life insurance and annuity strategies.
Dave has been recognized numerous times via Hartford Financials Captain’s Club as a million dollar producer. Most recently, he has been recognized through LPL Financials Freedom Club Level for his superior service and performance.
Dave is a lifelong resident of Erie. He attended General McLane High School and then Gannon University majoring in Finance and Economics. He resides in the Frontier Park neighborhood of Erie with his talking African Grey parrot, Nikki.