David is responsible for coordinating with the sales team on behalf of the client services and business development teams, while assisting in customer service and case coordination. He ensures accurate reporting and data entry in case coordination with the sales and marketing analyst to provide efficient and suitable planning for our clients. When he’s not in the office, David loves to be with his family and friends. He enjoys watching sports and cheering on his Philadelphia teams as well as camping, spending time at the beach and traveling.
Securities offered through Regulus Financial Group, LLC. Member FINRA / SIPC. Paradigm Financial Group, Inc. is independent of Regulus Financial Group. Paradigm Financial Group, Inc. does not provide legal or tax advice. One should consult a legal or tax professional regarding their own personal situation. Check the background of your financial professional on FINRA’s BrokerCheck.