The agency's owner has been in the Insurance and Financial Services industry since 1990. He began his career as an agent with Prudential in New York and when the company introduced a financial planning platform, he completed the required training to become a financial planner.

During his 14 years at Prudential, he helped hundreds of individuals and families manage financial risk using various insurance and financial products.

David's commitment to education led him to complete a rigorous and comprehensive series of educational courses in financial planning, investments, retirement planning, tax and estate planning and risk management which resulted in his receiving the following professional designations over a 14 year period - CFP(Certified Financial Planner), ChFC(Chartered Financial Consultant), CLU(Chartered Life Underwriter), CLTC(Certified in Long Term Care) and LUTCF(Life UnderwriterTraining Council Fellow). In addition David holds a Bachelors of Business Administration degree from Bernard Baruch College, New York, NY and a Master of Science in Financial Services degree from The American College, Bryn Mawr, PA.