David, a CERTIFIED FINANCIAL PLANNER® professional, joined Eagle Wealth Strategies in 2021. He obtained dual bachelor's degrees in sports management and business from Towson University.
He began his career in financial services with Janney Montgomery Scott where he worked with a team of advisors to develop comprehensive financial plans outlining retirement, tax, college savings, and estate planning strategies. For Eagle Wealth Strategies, he continues to be actively involved with financial planning for his clients to help them achieve their personal and financial goals.
Active in the South Jersey community, David has previously served on the Board of Trustees for the South Jersey Young Professionals Association and is a past President & Treasurer of the White Horse Rotary Club.
David and his wife, Kim, are lifelong residents of South Jersey and currently reside in Marlton with their daughters, Olivia and Corinne, and dog, Zoey. When away from work, he enjoys watching or attending Philadelphia sports events, traveling, playing golf, and spending time with his family.
Raymond James is not affiliated with any of the companies mentioned.