Certified Financial Planner, CFP
After graduating from Muhlenberg College in 1990, David’s entrance into the financial services industry came when he joined his family’s IMO. During his seven years as Brokerage Manager, David successfully grew sales by recruiting producers and broadening the company’s product mix.
In 1997 he founded SFG Annuity Advisors with a new vision of concentrating on fixed annuities and long-term care insurance. David’s foresight to specialize proved to be a valuable aid missing in the mature marketed.
Having watched his mother, Kathleen, work as a Certified Financial Planner, David expanded his horizons and is securities licensed and holds the respected CFP designation from the American College.
David specializes in advanced case design and full financial planning and makes himself available for joint client consultations with our advisors. In his role at SFG Annuity Advisors, David works as Chief Financial Officer and is involved in the overall vision the company’s objectives.
David and his wife Lori share five children. Since a young age, Dave has been an avid outdoorsman and has more recently become a passionate farmer.
