David holds over a decade of experience in the financial services industry, joining Kemp Harvest Financial Group® in 2016. He began his work in the financial services industry at Vanguard in 2006, coming to Kemp Harvest with an in-depth understanding of portfolio management, investment products, and client management.
David is a is a CERTIFIED FINANCIAL PLANNER™ professional and Accredited Investment Fiduciary®. David holds a Bachelor of Science degree from California University of Pennsylvania along with his Pennsylvania Life and Health certification. He holds FINRA Series 7 and 63 registrations through LPL Financial. He belongs to the International Association of Registered Financial Consultants (IARFC) and the Financial Planning Association (FPA).
David resides in Pottstown, Pennsylvania with his wife, Rachel, and their three children.