Summit Financial
David is the Director of Insurance and has been with Summit Financial, LLC for 14 Years. He earned a B.S. from Boston University. David specializes in the design and implementation of insurance strategies to enhance the overall protection within a client’s financial plan by working closely with the Summit team of Attorney’s, CPA’s and Financial Planners. He has extensive knowledge of Life, Disability and Long-Term Care insurance in today’s world and how it can be leveraged to cover many of the unforeseen changes that may occur in the future. Outside of work, David likes to stay active by running, playing tennis, and riding his vintage motorcycle.
This person is not in any offices
Summit Financial
Summit Financial, LLC, delivers comprehensive fee-based financial planning services to high net worth individuals such as successful business owners, Wall Street executives, members of the entertainment industry, sports figures and high net worth individuals from all industries.