David enjoys working with clients to help them organize their investment portfolios and create strategies to ensure that they are in the optimal position to meet their personal goals. He does this by first evaluating a client’s financial situation, personally spending the time with them to understand what is important and why, then producing a sound financial plan in writing for each client to follow. David values working on the team at Fort Pitt, who are committed to putting client service as the first priority.
The foundation of David’s experience came from working with clients for over a decade at Fidelity Investments as a Financial Planning Consultant, building retirement income plans, and managing investment portfolios. David also spent years as an Investment Consultant for TD Ameritrade and as a Branch Manager of a local Scottrade office in Pittsburgh, using his market knowledge and experience to help clients with their mutual fund, stock, options, futures, and forex trading strategies. David is passionate about following economic data and the markets closely and then making even the most complex areas more approachable and accessible for clients so they may achieve greater confidence with their portfolios.
BS, West Virginia University
David has coached and been a referee for the youth Moon Area Soccer Association for several years. He has also done minor field maintenance and groundskeeping to improve Moon Area Soccer Fields and equipment. David and his family work together planting, maintaining, and harvesting small vegetables for the Coraopolis Food Bank.
David lives in Moon Township, where he went to high school, with his wife, their two teenage children, and dog Toby. He loves to be outside to enjoy hiking, mountain biking, soccer, or disc golf. As an avid chess player, David is always up for a blitz chess match.