About David
David focuses on helping clients build a solid financial foundation. With retirement, wealth preservation, and estate planning knowledge, David provides his clients with comprehensive financial solutions. He assists clients in achieving their long-term goals through personalized planning and strategic guidance.
With more than two decades of combined experience in banking and financial services, David brings a distinct perspective to wealth management. He joined Focus Partners Wealth in 2026.
David is deeply committed to his community. He actively volunteers with the Boiling Springs High School Cross Country Boosters, where he assists with fundraising and event coordination, contributing to the team’s success. As a veteran of the Army National Guard, David is also passionately dedicated to supporting fellow veterans. He provides mentorship and advocates for veteran resources, working with local organizations to ensure their needs are met.
In addition, David is actively involved in the Harrisburg Rotary and serves on the planning committee of the Vista Autism Services Golf outing. He is also a member of both the Harrisburg and Carlisle Chambers of Commerce, where he actively participates in initiatives promoting economic growth and community development
A New England transplant since 2014, David now proudly calls Boiling Springs, PA, home, where he lives with his wife and two sons. Outside of his community involvement, David embraces an active lifestyle, having conquered three Tough Mudder events. He also enjoys golfing and simply enjoying the beauty of the outdoors.
Education and Professional Milestones
-Salem State University – bachelor’s degree in business with a concentration in finance
David focuses on helping clients build a solid financial foundation. With retirement, wealth preservation, and estate planning knowledge, David provides his clients with comprehensive financial solutions. He assists clients in achieving their long-term goals through personalized planning and strategic guidance.
With more than two decades of combined experience in banking and financial services, David brings a distinct perspective to wealth management. He joined Focus Partners Wealth in 2026.
David is deeply committed to his community. He actively volunteers with the Boiling Springs High School Cross Country Boosters, where he assists with fundraising and event coordination, contributing to the team’s success. As a veteran of the Army National Guard, David is also passionately dedicated to supporting fellow veterans. He provides mentorship and advocates for veteran resources, working with local organizations to ensure their needs are met.
In addition, David is actively involved in the Harrisburg Rotary and serves on the planning committee of the Vista Autism Services Golf outing. He is also a member of both the Harrisburg and Carlisle Chambers of Commerce, where he actively participates in initiatives promoting economic growth and community development
A New England transplant since 2014, David now proudly calls Boiling Springs, PA, home, where he lives with his wife and two sons. Outside of his community involvement, David embraces an active lifestyle, having conquered three Tough Mudder events. He also enjoys golfing and simply enjoying the beauty of the outdoors.
Education and Professional Milestones
-Salem State University – bachelor’s degree in business with a concentration in finance