Dave is continually striving to add more layers of expertise and qualifications to an already impressive resumé in the financial services sector. As an Associate Financial Advisor for Wealth Enhancement Group, Dave works primarily to create and deliver financial plans for clients, helping them reach to their financial goals. Dave’s particular proficiency in the utilization and application of the financial planning software helps other planners and advisors synthesize information and create tailored plans for each of our clients.
Dave is a CFP® Candidate having successfully passed the exam. He is also a Magna Cum Laude graduate of Saint Joseph’s University with majors in Finance and Financial Planning. While at Saint Joseph’s, he was inducted into the Beta Gamma Sigma Society and was an executive member of the American Marketing Association. Dave currently lives in Springfield, PA and enjoys running, golfing, and watching his Philadelphia sports teams!
- BS - Finance & Financial Planning, Saint Joseph’s University
David serves clients at our Malvern - Liberty Blvd, PA office.
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