
About
David brings over three decades of experience in the financial services industry to his role as Senior Vice President, Financial Advisor. He joined Wealth Enhancement Group through the 2016 merger with HHG & Company. David is an multi-winner (2018-2023) of the “FIVE STAR Wealth Manager” award.* David is a member of the Pennsylvania Bar and is admitted to practice before the U.S. District Court, U.S. Tax Court and the IRS. He is a public member of the Connecticut State Treasurer’s Investment Advisory Council, overseeing the pension investments of the state.
Advisory registration held with Wealth Enhancement Advisory Services. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Check the background of investment professionals associated with this site on the Investment Advisor Public Disclosure Website.
*Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2018, 2019, 2020, 2021, 2022 or 2023 FIVE STAR Wealth Managers. Awarded 11/01/18 for the period of 2/15/18 - 11/01/18. Awarded 11/01/19 for the period of 2/18/19 - 11/01/19. Awarded 11/01/20 for the period of 8/01/20 - 11/01/20. Awarded 11/01/21 for the period of 2/15/21 - 11/01/21. Awarded 11/01/22 for the period of 2/28/22 - 11/01/22. Awarded 11/01/23 for the period of 2/13/23 - 8/31/23.