David has been helping individuals and small business owners navigate the complex world of financial planning with expertise and calm for more than two decades.
Since joining Delphi in 2022, David has been diligently paving the way for his clients to help achieve their current financial goals while helping them build a more secure future. His approach is centered on dynamic financial planning tailored to each individual’s needs. David's approach is rooted in a comprehensive selection of financial instruments, thoughtfully combined to create appropriate, customized solutions.
David's philosophy begins with helping to ensure his clients' sense of security. By analyzing the market objectively and collaborating with the entire Delphi Team, he helps plot a path to financial security, instilling confidence during both positive trends and market fluctuations.
A West Chester local for 20+ years, David has deep roots in the community, having graduated from West Chester University. An avid supporter of his local community, David is actively involved with non-profits such as the Chester County Food Bank, The Lionville YMCA, and A Haven.
David's commitment to his clients begins with active listening and a genuine interest in understanding their unique situations. He’s also a master collaborator with other key decision-makers including CPAs, attorneys, family members, and other trusted advisors.
In addition to his extensive career, David is also a published author. His first book, "Retirement Income Planning, Going Beyond the Numbers," delves into the intricacies of retirement planning, highlighting common pitfalls and providing guidance on choosing the right retirement planner. Your financial plan should be as unique as your goals and dreams.
Click here to download David’s book: "Retirement Income Planning, Going Beyond the Numbers”
AND COMING SOON! David’s second book on business succession planning in 2024.