Phone: 800-888-5164 ext: 232
Investment Adviser Representative, CRPS
David joins FourStar Wealth Advisors with over 24 years of financial experience, having worked with independent, regional and national broker-dealers before joining the Wayne, New Jersey office. David holds a bachelor’s degree in Management and Economics from Fairleigh Dickinson University, and has earned his Series 7, 63, 65 and Chartered Retirement Plans Specialist (CRPS) licenses as well as being licensed to sell all lines of insurance.
David serves a diverse set of clients including business owners, individuals and families. Many of these relationships began in his first year of business and continue today with additional family members added.
An active member in his community, David previously served on the board of trustees, endowment and education committees at a regional and international charity. He continues to serve on the development and fundraising committees of two charities.
David is married over 42 years with two adult children and enjoys traveling, cooking, cycling and competitive tennis.