David joined the Delphi Team in December 2022 as Financial Planner and is ready to launch into this new phase of his 20+ year career providing clients with richer and more in-depth planning. David and his assistant, Jocelyn, collaborate to collect the most up-to-date data and to truly listen to clients describe their hopes and ambitions.
At Delphi, David invites you to join him face-to-face to see his new office, or in a secure Zoom meeting if that is more convenient for you. Conversations with David start by getting a picture of your financial situation and progress to talking about your goals. He wants to know about your kids and grandkids, your trips and vacations, as well as what is on your next horizon.
David has been a Chester County resident for over two decades. He was recruited to West Chester University to play baseball (short-stop) and never left. He still enjoys baseball and will attend any game that his nieces or nephews invite him to watch. He prefers the mountains to the beach, is a proud Jeep owner, and works on his golf game year-round. David is connected to several local non-profits and supports the Chester County Food Bank, the Lionville YMCA, and A Haven.