David joined the practice in April 2026, bringing over 11 years of experience in the financial services industry. He began his career in 2014 and joined Principal Securities, Inc. in September 2022.
David focuses on constructing and developing personalized financial plans, portfolio optimization, risk assessments, and market trend analysis by designing tax-efficient retirement plans for individuals and small businesses.
Prior to his current role, David served as Financial Advisor at Principal Securities, Inc., where he provided financial solutions through proactive engagement and tailored strategies. Before that, as Case Manager with the National Planning Institute, at Osaic Wealth, Inc. (formerly Lincoln Financial Advisors) in 2015. David developed fee-based financial plans by analyzing client data and building forecasting models for retirement, investment, estate, and risk management planning. He created detailed balance sheets and cash flow analyses for clients’ personal or business net worth and evaluated investment portfolios against risk tolerance using Monte Carlo simulations.
He holds FINRA Series 7, 63, and 65 licenses and the 2-15 Life, Health, and Variable Annuities licenses.
David is originally from Edison, New Jersey and graduated from Shippensburg University of Pennsylvania in 2014. Now a Floridian in Jacksonville, FL, David spends his time with family and friends, enjoys the beach, water sports, and traveling.