David joined BCR Financial in 2016 and has been building his financial planning practice since 2001. Prior to this, he was affiliated with Northwestern Mutual Life Insurance Company and the independent broker dealer H.Beck, Inc.
David seeks to serve families, business-owners, and organizations who aspire to grow creatively, sustainably, and securely. He enjoys building close client relationships with those that have a desire to practice conscious decision-making and create a secure future by design. His approach to financial planning starts with building an accurate understanding of a client’s current position relative to existing goals. He encourages clients to act proactively and intentionally, working to deliver an educational experience that balances efforts to both protect and grow.
David is a graduate of Robert Morris University. He enjoys the outdoors and is an avid golfer and skier. After growing up in Hampton he now resides in Cranberry Township and has 3 beautiful daughters.