“Everyone’s economic and life situation is unique. I keep that in mind when meeting with clients, whether it’s helping clients accumulate assets
for retirement, maintain financial independence throughout retirement, or transfer a legacy the most tax efficient way to heirs.
I believe that personalized service is essential when matching clients with the right financial strategy unique to their goals. I am dedicated to understanding each client’s personal goals and together we will use them to help build a financial plan focused
on their specific needs. I strive to develop lasting relationships built on a solid foundation of friendship and superior service.”
David works closely with Citadel clients and local businesses to create financial strategies that are unique to their
personal needs. David joined Citadel in 2006 and he has been active in the financial services industry since 1997. His wide range of experience includes investment planning, insurance protection, estate planning, and retirement planning, specializing in retirement
rollovers*. He is a graduate of West Chester University, achieving a Bachelor of Science Degree with concentrations in Finance and Marketing.
Dave works out of the Citadel Wealth Management Center in Thorndale.
Securities Licensed in the following states: AL, AZ, DE, FL, GA, MA, MD, ME, NC, NJ, NY, OH, PA, SC, TN, TX and VA.
Life Insurance Licensed in: PA, NJ, DE, FL, VA and NC
Health Insurance Licensed in: PA, NJ, FL, VA and NC
Series 6 Investment Company Representative
Series 7 General Securities Representative
Series 63 Uniform State Law
Series 65 Uniform Investment Advisor Law
*Before deciding whether to retain assets in an employer sponsored plan or roll over to
an IRA an investor should consider various factors including, but not limited to: investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer