Investment Advisor Representative
David graduated from Towson University with a Bachelor of Science degree in Business with a concentration in Marketing. Before joining Harvest in 2016, he spent 14 years working as a financial advisor with Ameriprise Financial (formerly American Express Financial Advisors). David has been a licensed Investment Advisor Representative since October 2002 and has completed all coursework to allow him to sit for the Certified Financial Planner™ board examination.
“I believe in leading clients in planning their financial lives through a thorough examination of the financial interdependence of all planning aspects including retirement, investment, tax and estate issues. To work collaboratively with the client while serving as their financial coach embraces my desire to be involved in community and help build better futures. My mission is to serve clients with integrity and to improve their overall financial lives. The team here at Harvest embraces that philosophy”
David was also a Staff Sergeant with the Maryland Air National Guard, serving from September 1988 to September 1994. Since 2005 he has also been involved in legislative community guidance through the Greater Timonium Community Council as a representative for the Chapel Ridge Community Association.
“Community service and leaving the world a better place were values that my parents impressed upon me. I can only hope that my work with clients and those they love will be what I am remembered to have given”.