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Securities and advisory services offered through FSC Securities Corporation, Member FINRA/SIPC.
Insurance services offered through Wharton Business Group, which is not affiliated with FSC Securities Corporation.
Dave works closely with our Small Company clients specializing in their employee benefit consulting. His expertise also covers small company retirement plans (401k, SIRA, etc.). Dave has been with WBG since 2007 after a couple of years working at a Fortune 500 Benefits Consulting giant. Dave also is responsible for the growth of our financial planning practice through referrals from our satisfied clients and outside professional advisors. Since Dave has been on board our Group Department customer base has grown exponentially.
Dave was raised in Broomall and earned a Bachelor’s Degree from Penn State University. Dave holds Insurance licenses in Life/Health and Property and Casualty lines. Dave also holds his Series 7 License as well as Series 63 Securities License. Dave currently lives in West Chester with his wife Lisa and their children Alex, Sophia and Elliana. Dave is the Head Football Coach at West Chester East High School in East Goshen Township.