As a partner in the firm, David is responsible for:
- Meeting with prospective clients to determine their financial goals and to see if we are a good fit to help them pursue those goals
- Deliver ongoing financial guidance. The clearer the picture we have about your financial situation the more likely we will be able to find areas we can help
- Delivering retirement and cash flow plans
- Supervising investment management team meetings and overall investment strategy
David joined RGB Financial in January of 2015 after 7 years with PricewaterhouseCoopers LLP in Philadelphia, PA. At PwC, he worked as a Tax Manager in the Private Company Services practice where he concentrated on many areas of wealth and tax planning for individuals. His primary focus at PwC was to provide comprehensive income tax planning as well as retirement and cash flow analysis, investment review, and educations funding solutions for high net worth individuals.
David graduated Cum Laude from Villanova University in 2007 with a Bachelor of Science in Accounting and a minor in Finance. He also completed his Masters in Taxation at Villanova University in 2014 where he received the Bartley Medallion for outstanding achievement. He maintains his series 7 & 66 registrations with LPL Financial as well as his CPA license.
David lives in Avon, CT with his wife Kelli and three children Camryn (“Cam”), Robert (“Bobby”) and Luke. They enjoy sports as David still plays Basketball regularly and Kelli still enjoys Softball. They also enjoy weekends at the Rhode Island shore and exploring the outdoors.