Reading, PA Office

Dave has excelled in the financial services industry since 2001. Specializing in providing income for retirement, Dave works with individuals and business owners guiding them in all phases of the retirement planning process. A resident of Berks County since 1998, he is a member and Past President of the Amity Township Lions Club, former board member of the Daniel Boone School District and the Amity Township Park and Recreation Board. Married with two children, Dave spends most of his time with family and friends, and supporting his community. When time permits, he enjoys reading, gardening and cooking. A Fourth Degree Black Belt, Dave also continues to pursue his training in Tae Kwon Do. Dave is a Registered Representative with Kestra Investment Services, LLC and an Investment Advisor Representative with Kestra Advisory Services, LLC.

Steve has resided in the Berks County Pennsylvania area for the past 30 years and is married with 4 daughters and 2 grandchildren and is active in his community as a member of the local Lions Club and the Eastern Berks Business Alliance. Since 1994 Steve has been successfully addressing the financial needs of small business owners, professionals and families serving as their financial advocate. Utilizing a holistic approach to financial planning Steve helps ensures that all areas of his clients’ financial plan are working in concert to help increase protection, wealth and control of their assets. Outstanding service and annual face to face client reviews are two of the cornerstones of his business and help to ensure that the clients plan remains on course. Steve strives to take an objective approach in the selection of products designed to help his clients achieve financial independence by maintaining his status as an independent advisor with no direct affiliation with any insurance or financial institution. Steve is a Registered Representative with Kestra Investment Services, LLC and an Investment Advisor Representative with Kestra Advisory Services, LLC.