It is my mission to assist clients in achieving their financial and retirement goals while providing them with financial security. I bring over 40 years of experience in both the financial services industry and in small business operations to help my clients achieve their goals.
Rooted in knowing each individual’s situation, I am able to provide objective assessment and education to meet my client’s goals. I am a Financial and Insurance provider as well as a Certified Medicare Specialist and I hold a National Social Security Advisor certificate.
I have an Associates degree and Bachelor’s degree from the State University of New York, am licensed in Pennsylvania, and have my Series 65 designation. At home, my wife and I are the proud parents of three children and two grandchildren. Away from work, I’m an avid soccer fan and coach. I’ve coached youth soccer for more than 20 years. Our son played for the University of Pittsburgh, and we continue to support Pitt athletics.
Talk with David
At Futurity First, we want to make sure you receive the attention and service you need as soon as you require it. Even if you already have insurance, it’s a good idea to re-assess your coverage. Our community-based agents provide an objective review of your needs making sure you have the right coverage for your family or business. Let’s talk.