Founder / CEO
Dave is the Director of Investments and Financial Planning for Cornerstone Senior Services, as well as the Senior Vice President of First Advisors National. He has been in the financial services industry for over 29 years, with a specific emphasis in retirement and estate planning.
He is a graduate of the College of William and Mary in Williamsburg, Virginia, with degrees in economics and music. As an Investment Advisory Representative and Securities Registered Principal, he acts as a Fiduciary. He is also certified by the American College as a Special Needs Planner and by the Corporation for Long-Term Care.
Prior to his role at Cornerstone, Dave was Vice President of one of the largest independent marketers of long-term care insurance in America, Long Term Preferred Care. He specializes in helping federal employees understand their government benefits and plan for their retirement. Based out of the National Science Foundation in Alexandria, he conducts workshops and seminars and holds private consultations with FERS and CSRS employees.
Dave lives in Centreville, Virginia with his wife, Annie, and has two children, Heidi and Billy, as well as two grandchildren, Hunter and Parker. Ask him about his family tree sometime! For over 30 years, he has been a proud member of the Barbershop Harmony Society. He holds three International Gold medals for singing with the Alexandria Harmonizers, a barbershop chorus.
