David enjoys working with individuals and families who are aware of their financial challenges and opportunities but realize they need help in managing their investments and creatinge  a financial road map for retirement, their children's higher education, the purchase of a home and other financial objectives.

David is passionate about relieving stress and providing clarity for his clients. Although he works with many people in various stages of their lives, he finds it particularly rewarding working with younger individuals and families who often face real-life financial dilemmas such as:

• When and how do we start planning to pay for our chldren's higher education?
• Are we contributing enough to our IRAs and 401(k) accounts?
• Will my current investment portfolio enable me to achieve my short and long-term objectives?
• Will we ever be able to afford a home--and where should we start?
• What should I be doing with my employer stock?
• Am I missing anything?
  

To this role, David brings more than 15 years of experience in the financial services industry. He is a CERTIFIED FINANCIAL PLANNER® professional and a frequent contributor to Kiplinger.com.

David lives in Scituate, Massachusetts with his wife Kathleen and their two children, Cara and Skip.