David is a Financial Planner and founding member of Centuria Financial Group, where he helps clients gain clarity and confidence around their retirement outlook. Since entering financial planning in 2008, and the broader financial services industry in 1998 as a mortgage lender, David has developed a deep appreciation for the importance of cash flow, tax awareness, and thoughtful long-term planning.

Clients often appreciate David’s reassuring, educational, and analytical communication style, as well as the team-based approach at Centuria. He believes that great planning is built on trust, experience, and genuine care for each client’s future. His WMCP®, ChFC®, and CLU® designations reflect his commitment to industry knowledge and to helping clients make informed decisions across retirement, insurance, and broader financial planning needs.

He is proud of the way the Centuria team has grown into a unified group with a shared vision of providing an exceptional client experience while helping individuals and families pursue their personal goals.

David currently resides in Finksburg, Maryland, with his wife, Jennifer, and their two children, Madeline and Patrick. As someone balancing family life, children entering adulthood, and caring for aging parents, David personally understands many of the transitions his clients face. Outside of work, he enjoys traveling with his family, especially to Colorado, attending concerts, following sports, and spending time with the family dog, Cooper.