Along with his background as a financial advisor, Dave has experience in small business retirement plans. He holds Series 7, 9, 10, 63 and 65 qualifications. David is focused on building client relationships and working with clients to construct, implement and maintain customized investment plans.

He prides himself on these key focus areas with his clients:

• Coordinating investment planning and presentations
• Compiling mutual fund performance and research
• Communicating investment recommendations

A life-long resident of Maryland, Dave lives in Damascus with his wife, Jackie, and two children. Away from the office, he coaches softball and baseball with the Damascus Sports Association and Olney Boys & Girls Club (OBGC) and enjoys spending time with his family.