Managing Partner

Dave has been providing business succession and estate planning advice for his clients since 1990. The majority of his clients are large family owned companies that range from the first to fifth generations. Dave's experience is in dealing with unique family issues that impact the transfer of the business to the next generation. He also manages over $100 million of assets for these same clients both individually and through retirement plans (as of May 19, 2015).

Dave graduated from Ursinus College in 1990 with a Bachelor's Degree in Economics and Business Administration. He currently holds a CHARTERED FINANCIAL CONSULTANT (ChFC) designation plus a CHARTERED LIFE UNDERWRITER (CLU) designation from the American College in Bryn Mawr, Pennsylvania.

Dave is a member of the Million Dollar Round Table and National Association of Insurance and Financial Advisors and is an Investment Advisor Representative with Kistler-Tiffany Advisors.

He is a president and fundraising chairperson of the KTA Funding Hope Foundation. Dave serves on the Great Valley Little League board where he is chair of sponsorships. He coaches baseball and football for his sons.

Dave lives with his two sons in West Chester, Pennsylvania.

Client Service Coordinator:
Kimmy Hammett

Administrative Assistant:
Mary Trego

Phone 610-722-3308