With more than 20 years of experience, David brings a thoughtful and disciplined approach to his role as a Wealth Consultant at V Wealth, where he has been serving clients since 2019. His primary focus is on Client Education and Asset Management, guiding clients through clear strategies designed to meet both immediate and long-term goals.
David holds a Bachelor of Science from Villanova University, a Master of Science in Management from Troy State University, and earned his CFP™ designation in 2011. His background includes distinguished service as a US Naval Aviator. Beyond his professional career, David has long been dedicated to giving back. He is a past Rotary President and Rotarian of the Year, continues as an active member, and has led numerous community and mission initiatives, including four trips to Guatemala.
“Happy is the man who can make a living by his hobby.” – George Bernard Shaw