As a financial
professional, David creates value for clients by looking at
each customer as a unique individual with unique financial
needs. David is dedicated to providing individuals, families
and business owners with the professional attention necessary
to help them achieve their financial goals, offering continued
service as their needs change. He and his clients work as
a team to help clarify their financial goals, so that he can
offer the most appropriate possible support and advice needed
to help them achieve those goals.
David graduated from Messiah College, where he earned his
Bachelor of Science degree in Accounting. Committed to professional
education, he has earned the advanced designations of Certified
Public Accountant (CPA) and CERTIFIED FINANCIAL PLANNERTM
(CFP®).
Active in the industry, David is a qualifying member
of the Million Dollar Round Table (MDRT). MDRT is an international
association of leading financial professionals, recognized
as the standard of excellence in the life insurance-based
financial services industry. Additionally, he is a member
of the National Association of Insurance and Financial
Advisors, Lancaster chapter.
David is dedicated to helping clients protect and build
what they have worked their lives to achieve. His integrity
and commitment to excellence in all that he does are
your assurance of the highest standard of service.
CFP®
and CERTIFIED FINANCIAL PLANNERTM are
certification marks owned by the Certified Financial
Planner Board of Standards, Inc.
These marks are awarded to individuals who
successfully complete the CFP Board’s initial and
ongoing certification requirements.
AXA
Advisors and its representatives do not offer
tax and/or legal advice.
