David has over two decades of wealth management, financial planning and long term care planning experience. While majoring in Finance at Canisius College, he joined John Hancock Financial Services where he began his financial planning career. David brings a unique skill set to WNY Asset Management. For over 15 years, he has worked with families to assist them with all aspects of college admissions and financial aid planning. He has been a frequent guest speaker on the topic of college financial aid at several local high schools, including Nardin Academy, Buffalo Academy of the Sacred Heart and Canisius High School. David holds Series 6 and 63 securities licenses as well as a NYS Life and Health Insurance license. He is also a Certified Agent with NY Partnership for Long Term Care.