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David has been helping individuals, families and business owners achieve their financial goals since 1991. A graduate of Boston College, David began his career with The Prudential before co-founding Select Financial Services in Holliston, Massachusetts in 1995. He joined Investors Capital Corporation in January 2001. David assists clients with investment and retirement strategies, insurance, real estate and divorce financial planning. He is prepared to work in concert with your other professional advisors to see that each and every aspect of your financial program is properly addressed. Regular contact and annual reviews ensure that your plans remain on track. In 2005, David was awarded the Certified Divorce Financial Analyst designation (CDFA) and in 2006, he earned the Chartered Retirement Plans Specialist designation (CRPS). David serves on the Board of Directors for the Concord Chamber of Commerce and pens a monthly financial column in The Concord Journal, entitled Dollars & Sense. He also writes a blog, "No-Nonsense Networking," dedicated to "business building tips and techniques for inspired business and sales professionals." David is proud of the professional relationships he has built in his community and points out that almost all of his new clients are now a result of referrals from existing clients, friends, colleagues and other professional advisors, such as attorneys and accountants. David is the proud father of three wonderful children, Landon, Ava and Luke.
Sample Client List Be Well Body Scan, LLC DigiNovations, Inc. Concord, MA Digital Video Production Services Indulgence Day Spa The Music Maker School Acton, MA Music School
Private client references available upon request.
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