A senior partner and one of the five founding partners at Atlas Advisory Group, LLC, in Cranford, NJ, Dave has been providing financial advice to clients for more than 25 years. Highly respected among his fellow advisors for his expertise and passion for excellence and service, he has been a featured speaker at industry conferences and training seminars around the world—including his notable main platform speech at the 2008 Million Dollar Round Table forum—and is active in the 200 Club of Union County, New Jersey, a charitable organization benefitting widows and families of fallen police officers and firemen.
Dave’s specialties include life insurance strategies, estate planning, and wealth transfer issues—all of which support his mission of helping clients preserve the wealth it has taken them a lifetime to build. Working with individuals, families, and business owners, he serves as a financial coach to guide his clients toward smart financial choices that help them not only achieve their financial goals but, even more importantly, spend more time doing what makes them happiest.
A graduate of Rutgers University and the American College of Life Underwriters, Dave is a Certified Financial Planner® (CFP® ), Chartered Life Underwriter (CLU), and Chartered Financial Consultant (ChFC), and he holds a Certified Long-Term Care (CLTC) designation. He is also a charter member of Ed Slott’s Elite IRA Group, a program designed to help clients maximize income in retirement while minimizing tax exposure through innovative investment planning and IRA distribution strategies. His professional affiliations include the National Association of Insurance and Financial Advisors (NAIFA), the Association for Advanced Life Underwriting (AALU), the Golden Key Society, and the Financial Planning Association (FPA), and he is a Lifetime Member of the Million Dollar Round Table (MDRT) where he holds Court of the Table status.