When I was eight years old, I discovered the magic of combining two lifelong passions: business and fishing! My wonderful mother spent many dark, rainy nights outside holding a coffee can and a flashlight while I learned how to catch nightcrawlers I could sell to local anglers and supply my own fishing habit! I have never met a fish I didn't like, from the salmon of Alaska to the peacock bass of Brazil, but I feel most at home fly-casting to trout on the creeks and rivers of Pennsylvania and New York.
Services
We take the time to get to know you and your family. We care as much about you as your investments and aim to surprise and delight you on a personal level. You wouldn't hire a surgeon who has a great bedside manner but lacks the training and experience to do the job. Wealth management is no different.
In our quest to build the best wealth management firm in Eastern Pennsylvania (or the world, for that matter), I spend a lot of time on our values, our culture, and the quality of our people because I believe that these things, and the experiences our clients have working with us, are vitally important-just like our credentials and expertise are important.
Giving back to the community is part of our DNA at Milestone. Dave is a past president in Rotary and a donor to Rotary International, one of the oldest and largest service organizations in the world. He is a former Chair of the Board of the Wildlands Conservancy, a nonprofit that has preserved more than 50,000 acres of natural land and educated more than 350,000 children in our community.
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