David provides administrative support and is involved in the firm’s new business development. He assists the team with advanced gifting strategies for clients’ children and develops relationships with future generations. David holds the Chartered Retirement Planning CounselorSM (CRPC®) designation. Prior to the founding of Brandywine Oak Private Wealth, David was a Registered Client Associate on the wealth advisory team of Henley, Maconi, McGuire, Jackson & Associates at Merrill Lynch, which he joined in 2016.
David enjoys sports, music, and physical fitness. He resides in Wilmington, DE, with his wife, Heather, and son, David Jr.