Why work with David
In 2014, David and his wife Cara found out they were expecting their first child, Evelyn. Wanting to build a meaningful life for his family & create a bigger impact on his community, David took the leap to partner with Northwestern Mutual and began building a holistic financial planning business.
Since then, David and his team have worked on building a practice based on loyalty, respect, and integrity. He prides himself on building strong, lasting relationships and empowering his clients to feel confident that their financial plan can withstand the what-ifs in life. He focuses on connecting on a personal level, identifying the best path forward, and implementing strategies that will allow you to live the life you’ve imagined.
Dedicated to providing the best advice possible, David obtained the CERTIFIED FINANCIAL PLANNER™ designation in 2018.
The CERTIFIED FINANCIAL PLANNER™ professional certification is one of the most recognized financial planning marks in the world. This certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.
David & Cara now live in Murrysville and Evelyn is now the oldest of four. Her younger siblings are Nina, Cole, and Troy. As he continues to work toward creating an exceptional life for his family, David is honored to partner with you as you do the same for your family.
Here are my areas of expertise
Financial Planning
Disability Planning
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Investment Planning & Strategies
Tax-Efficient Strategies
Business Planning & Succession
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
