Experience & Credentials

Dave has been a Financial Advisor for over 25 years and is a second generation advisor. He has his Series 7, 63 and 65 along with his Life, Health and Annuity license. Dave’s goal is to always put the client’s needs first and focus on a holistic approach to customizing a client’s financial plan.

Licenses

• Series 7
• Series 63
• Series 65
• Life
• Health
• Annuity

Personal Background

Dave and his wife, Liz, have lived in the Lehigh Valley for over 25 years. They have been blessed with 4 boys and 3 grandchildren. During their down time they love to travel.

Client Commitment

Background & Experience

Before becoming a financial advisor, Rich was a pastor for 25 years and saw firsthand the stress placed on individuals and couples due to issues concerning money. That’s why he finds great fulfillment in helping people live their best life by empowering them to achieve their financial goals and dreams.

Licenses

• Series 6
• Series 63
• Series 65
• Life
• Health
• Annuity

Philosophy

Personal Life

Rich resides in New Tripoli, PA with his wife Ashley and their 6 children. He is a high school track and field coach and has been active in coaching youth league football for many years.

Role & Personality

Stacey brings a bubbly and welcoming energy to every task she tackles. With her enthusiasm and dedication, she ensures that our office runs smoothly and efficiently.

Life Outside the Office

Outside the office, Stacey is a devoted wife and a loving mom to two sons. When she’s not managing schedules or coordinating meetings, you’ll likely find her curled up with a good book or traveling with her mom and sister. Stacey’s passion for reading and yoga not only helps her unwind but also inspires a sense of balance and serenity that she carries into her work.

What She Brings to the Team

Her warm personality and proactive approach make her an invaluable part of our team, and we’re thrilled to have her with us. Stacey’s presence is always a welcome one.