With my experience, training and knowledge of financial products and services, my clients receive the top-quality, cost-effective financial guidance they deserve, designed to help them realize their financial goals.
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.
Equitable Advisors and its representatives do not offer tax and/or legal advice.