Designations and Licenses

David is a CERTIFIED FINANCIAL PLANNER™ professional.

Experience and Education

David utilizes his experience in tax, estate and investment planning to provide wealth management services to clients. His holistic approach allows families to better understand their current financial picture and navigate the various stages of their lives.

Prior to joining Mariner, he was a senior financial advisor at Corbenic Partners.

David has a bachelor’s degree in economics from Moravian University where he graduated with Magna Cum Laude honors.

Personal Interests

Dave is part of the membership committee for the Estate Planning Council of the Lehigh Valley. He is also the vice president of Moravian University’s Blue and Grey Club, which is a fundraising organization that supports all varsity athletic programs.