Managing Director
A graduate of Swarthmore College, David has worked in the investment field since 1978. He holds the CERTIFIED FINANCIAL PLANNER™ certification and is a member of the Financial Planning Association, the Society of Financial Planners and the Financial Service Institute.
David’s practice concentrates on the financial needs of physicians, and he has a special understanding of the concerns unique to the medical community. Medical Economics magazine named David one of The Best Financial Advisers for Doctors.
David particularly enjoys the process of family wealth planning across generations. In some instances, he has advised three generations of the same family.
David is married to Charlene, who has a Master's in Education and is a guidance counselor in the Delran school district in New Jersey. They have two children Zachary and Samantha, both recently graduated from college. They have lived in Voorhees, New Jersey, for over 25 years.
In his spare time, David is an active recreational cyclist and has completed the National MS Society’s MS 150 “City to Shore” Tour the past 11 years.CFP® | Certified Financial Planner™ | 
Certified Financial Planner Board of Standards, Inc.,
owns the certification marks above, which it awards
to individuals who successfully complete initial and
ongoing certification requirements.
Q&A with David
Q: What would you never leave home without?
A: Something to read and a sense of where I'm going, both figuratively and concretely.
Q: What's your favorite book/publication/blog/etc.?
A: Bicycling magazine and VeloNews
Q: If you were stranded on a desert island, what's the one food you couldn't live without?
A: Eggs
Q: Where have you traveled? Where do you dream of traveling?
A: I lived in the Far East for four years. While my wife and I have traveled extensively, I'm more proud of the fact that my children have visited more than 14 different countries.
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