Dave brings over 25 years of experience with Comprehensive Financial Associates. He began his career in the financial services industry soon after graduating from Shippensburg University in 1992. After working with a variety of businesses and clients in the first several years, Dave realized that working with families and their individual planning needs means a great deal to them, but it can be very time consuming and overwhelming. With that in mind, Dave has designed his practice to help accomplish the following as it relates to his clients’ financial planning needs:
- Planning for the stages of building wealth, wealth distribution, and transferring that wealth to future generations.
- Saving time by researching what types of products and services are available, as well as suitable, to each client.
- Minimizing the risk and fiduciary responsibility by taking on the role of financial advisor when appropriate.
- Holding periodic review meetings to discuss progress and make investment or plan changes if necessary.
- Having a complete understanding of all costs associated with such planning as well as asset management.
Dave holds FINRA Series 6, 7, 63 and 65 licenses, as well as his Life, Accident and Health Insurance license. He is also a member of the Financial Services Institute. In 2016, Dave was named to Cambridge’s Leaders Club based on his dedication to quality service and prominent levels of success. Additionally, he is proud to sit on the Board of Directors for MIWD Foundation.
Dave resides with his wife, Tara, and two sons, Lance and Jayce, near Dauphin, Pennsylvania. Dave and Tara have also enjoyed working together at Comprehensive Financial Associates as Tara is the team’s Client Care Coordinator. In addition to spending time with his family, Dave enjoys traveling, sports and time in the great outdoors.