Dave has been a long-standing member of the Ambassador team. In his work as an Advisor, Dave strives, first, to listen to the goals and objectives of his clients. Dave then uses his expertise to match client priorities with tax-wise strategies in the areas of wealth management, retirement income generation and estate/legacy planning. Dave’s clients appreciate the personalization he brings to the planning process, as well as his ability to explain the often-complex aspects of finance.
Family & Hobbies
Dave lives in Lancaster with his wife, Peggy, and three sons. Dave and his family attend Calvary Church. He enjoys golfing, spending time with his children and serving as President of the Manheim Township Wrestling Boosters.
Education & Experience
Dave graduated from Drexel University with a B.S. Civil Engineering, and has been in the financial industry since 1999. Prior to his time at Ambassador, Dave spent time working in Philadelphia, on the PHLX (Philadelphia Stock Exchange) and New York City on the New York Merchantile Exchange where he traded Energy, Metals and Soft Commodities.
Why I like working at Ambassador Advisors …
I was drawn to Ambassador by the firm’s faith-centered values and the client-focused philosophy.
Favorite Verse & Quote
“Trust in the Lord with all your heart, and lean not on your own understanding. In all your ways acknowledge Him, and he will make your paths straight.” Proverbs 3:5-6
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Learn with your friends!
Group educational opportunities for your church, nonprofit organization, neighborhood, or small group Bible study.
• Why should we not fear?
• What can we learn from history?
• What does the Bible say about the future?
• What principles transcend economic conditions?
• What resources can help right now?
The Tax Cuts and Jobs Act went into effect in 2018. The recent CARES ACT was passed in 2020. Their passing by Congress marks the most sweeping tax code overhaul in decades. Some experts suggest the significant changes could impact America's finances in many ways. Hear from professionals to determine how your financial plan for retirement, your children's college savings, and your tried-and-true strategies for charitable giving may be affected. Wise choices in light of this new legislation can help maximize your charitable giving and bless your family in the future. The rules have changed, but the principles of stewarding our financial gifts from the Lord remain the same.
A stewardship-centered planning process helps to focus on the eternal, instead of the temporal. By making good financial decisions, all of which are faith decisions, you can achieve proper balance. Everyone is asking three fundamental questions when they look at money:
• Who owns it?
• What are the finish lines? (How much is enough?)
• Is the next steward chosen and prepared?
As you plan your life, you must decide how to steward your finances. This seminar will direct you how to ask and answer the right questions when it comes to using money as a tool, a test, and a testimony.
This introduction to Biblically Responsibly Investing will explain the term 'fiduciary' and present a helpful overview of basics such as equities, fixed income, and risk diversification. While a large variety of investing opportunities known as 'responsible' exist, some may not align with your faith and values. Socially responsible investing, environmentally responsible investing, governance investing, and others may still support companies and causes you wouldn't be proud to own. In this seminar, we will explore how BRI is fundamentally different.
This practical seminar dispels 15 common financial misunderstandings among families at every point on the spectrum of planning. From young people starting out to mid-career adults with family responsibilities, as well as those approaching retirement or already retired, you will learn timeless truths about college and retirement savings, investments, risk, insurance, estate planning, charitable giving, and more.
Ambassador Advisors offers educational opportunities on many topics, for any group. Want to learn about how the COVID-19 pandemic is affecting the financial markets and your retirement savings? Need help planning for retirement and college savings? Looking for the best ways to financially support charities and your church, while also leaving a legacy for family? We can help!