David is a founding partner and senior wealth management advisor at Tidewater Wealth Management. He has over 28 years of financial planning and portfolio management experience working with both individuals and businesses. In addition, he maintains his Series 7, 63 & 65 licenses which qualify him to be both a securities agent and an investment advisor representative.

Previously, David was a Wealth Management Advisor with TIAA Financial Services, where he managed a portfolio of clients with over $1 billion in assets. In this role, David would construct and monitor financial plans and investment portfolios to assist each client and their families in reaching their personalized objectives and goals. Throughout his career, David has developed an expertise in tax-efficient income distribution planning & generation.

David has his undergraduate degree in Business Administration and Economics from the State University of New York at Oswego. He is a Chartered Financial Consultant (ChFC) and holds the Chartered Life Underwriter designation.

In addition to his client involvement, David is the proud father to his five children Hanna, Morgan, Sean, Ryan, and Jack. David has coached lacrosse and soccer in his community and is a Connecticut State Certified First Responder with the Easton Volunteer Fire Company. David enjoys the outdoors, boating, SCUBA diving, skiing, and staying active in his spare time.