Dave has over 25 years of professional financial experience, and his mission is to provide financial confidence to his clients by educating and assisting them in the accumulation, protection, and subsequent distribution of wealth. He serves a client base of individuals, families and businesses. As an independent Financial Advisor, he provides comprehensive investment and asset protection solutions for his clients.

Throughout his career, Dave has gained valuable experience in financial planning. Having worked as a Controller and Director of Financial Planning and Analysis, he is intimately familiar with individual and business challenges. Dave specializes in investment advisory services, retirement planning, and legacy planning. As a graduate of Miami University, Dave has a Bachelor of Science in Accountancy, is a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER^TM professional.

While raised in Louisville, KY, Dave has resided in Yardley, PA for the past 25 years. He serves on the Board of Directors for Financial Executives International, volunteers for Big Brothers Big Sisters of Bucks County, and enjoys spending free time with family, and playing basketball and golf.

As a financial advisor, Allen committed to empowering clients to make informed financial decisions. He takes pride in creating tailored strategies that align with your unique aspirations, whether you're planning for retirement, saving for your child's education, or working toward other life milestones.

Allen is a graduate of West Chester University. He holds a master's degree in business administration, as well as a bachelor's degree in economics and finance.

With nearly a decade of professional experience prior to joining financial planning in 2022, Allen worked previously in financial operations and healthcare analytics.

Allen lives in Conshohocken with his wife and son and enjoys playing golf and playing and coaching hockey in his free time.