His primary focus is generation-to-generation wealth transfer, as well as helping his clients protect their families and businesses from the financial pitfalls of death, disability, and the drain of long-term care expenses.
David was selected by the Boston Estate Planning Council (BEPC) – the definitive professional group of estate and wealth planners in Greater Boston – to receive its highest honor, the 2021 BEPC Excellence Award. This award is given in recognition of outstanding contributions to the estate planning profession.
David was highlighted in NAIFA’s National publication,” Advisor Today”, in July 2004 in an article entitled “Four under Forty” portraying four top Advisors and community leaders in the United States under the age of 40.
David is a past President of NAIFA Boston and served on the NAIFA – Massachusetts State Board. He is a member of the Boston Estate Planning Council and has served on their Board. He is a Licensed Insurance Advisor for the Commonwealth of Massachusetts and holds the Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Accredited Estate Planner (AEP) designations. Recognized nationally, David has spoken at life insurance industry meetings internationally and throughout the United States.
David is active in his community and is currently involved with several philanthropic organizations.