After nearly two decades of financial advisory experience with a large Financial Services Firm, as well as a one-year stint on Wall St., David joined Ballast Financial as a founding partner in 2015. Today, he offers Ballast Financial clients deep experience in investment management and retirement planning. David believes that an educated client is the best client, and he strives to ensure that every client fully understands the impact of the decisions they make. His relationships are what he cherishes most in this business. He earned the Accredited Asset Management Specialist (AAMS®) designation from the College of Financial Planning. He’s also a graduate of the University of Delaware, with degrees in Finance and International Business.
Outside of the firm, David has spent many years coaching various baseball and soccer teams at the youth/club level. He had recently served an 8 year term as Treasurer on the Board of Directors of the Sacred Heart CYO Baseball and Softball League. He and his wife, Tami, live in Hainesport, NJ with their four children…Julianna, Luke, Elaina, and Landon. As a family, they try to spend as much time as possible at their shore house in Brigantine, NJ. David is an avid fisherman. If the weather cooperates, rest assured you will find him on his boat, fishing with his boys. When the fish aren’t biting, the whole family can be found relaxing on the boat, whether it be waterskiing and wakeboarding, or just taking in a nice sunset cruise.