Being a serial entrepreneur, David’s forte has been his ability to recognize opportunities for growth and improvement within the financial services space. Most recently, David identified a real need that does help baby boomers navigate retirement successfully. Retirees and Pre-retirees are looking for an experienced financial advisor, a central resource to answer their questions and guide them with the attitude of a steward during the retirement income stage of life.
David decided to focus on Social Security, Medicare, taxes, long-term care, longevity, and investment risk management by first being an educator and advocate for the baby boomer community. He’s also helped build a firm dedicated to serving their clients’ to and through retirement. Through his leadership, Thrive has grown into a leading retirement income planning and investment advisory firm with 13 financial planners, a staff of 29 and four offices. David was a host of the Thrive Retirement Roadmap podcast, educating and bringing light to current events that can affect retirement. He also is the co-author of #1 Bestseller “Roadmap to Retirement: Navigating Your Way to Peace of Mind.” David has been featured in the Wall Street Journal, Kiplinger’s Magazine, Philadelphia Magazine and Suburban Life Magazine as one of the area’s top Financial Advisors as well as one of the top Registered Investment Advisory firms.