As a professional in the financial services industry for the past 35 years, David brings a wide breadth of industry experience, knowledge, and expertise to Momentum Wealth Partners.

David spent time at Wells Fargo where he worked in product development and annuity distribution, coaching and training financial advisors to help them achieve their highest levels of performance. While at HSBC he was a senior product wholesaler, overseeing the distribution and growth of advisory assets; at PNC, David was the Director of Financial Planning where he leveraged the firm’s planning tools and practice management techniques to help advisors engage in asset retention and growth.

As a Managing Director of National Sales at Momentum Wealth Partners, David works with advisors to ease their transition to supported independence while also accelerating growth and maximizing their opportunities for acquisition.

David started his financial industry career after spending 10 years serving as an air traffic controller for the United States Air Force. His military experience combined with all his other roles have prepared him to excel in his role at Momentum Wealth Partners.

David currently resides in Northern New Jersey for the past 40 years with his wife of over 20 years and enjoys spending time with his four children and three grandchildren as well as playing golf.