Our Team
No needs are more important than your own. We pride ourselves in making your needs and goals, our own. We don't simply work for you. We work with you to understand who you are as an individual and as an investor.
Our mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.
With over 24 years of experience in the financial services industry, David brings vast knowledge and new perspectives to his practice. As a Certified Public Accountant (CPA) and CERTIFIED FINANCIAL PLANNER™ (CFP®), David is passionate about taking a hands-on approach to develop detailed financial plans that help his clients plan for their future. Through building close personal relationships with his clients, David has developed a philosophy that all financial decisions for the client should be made within the context of their comprehensive financial plan. David firmly believes building a financial plan is the critical building block to ensure the clients have the proper investment policy.
In addition to this philosophy, David’s experience as a CPA has granted him keen insights on estate and tax planning and understands the tax impacts when helping clients make financial decisions. David thoroughly enjoys working one-on-one with clients to help them understand the nuances of investment strategies and teaching the generation of clients with the basics of financial planning. His areas of focus also include cash flows, retirement planning, college planning, and building investment portfolios.
Prior to joining Janney, David was a Financial Planner and Partner at Corrigan Financial, Inc. and served as a Financial Analyst and Vice President of Citizens Financial Group. He is a graduate of Fairfield University with a Bachelor of Science degree in accounting and holds a master’s degree from the University of Rhode Island for business administration. In addition to his CPA and CFP® designations, David also holds his Series 7 and 63 securities licenses.
David is an active member of his community serving on several boards and organizations. Currently, David is a member of the nominating/governance committee of the Fort Adams Board and is an active member of both the Financial Planning Association® (FPA®) and the American Institute of Certified Public Accountants (AICPA). In previous roles, David has also served as Chairman at RI Foundation Professional Advisory Council, Treasurer of the Newport Art Museum, Chairman of the Financial Planning Association of Rhode Island, and worked as a Tax Instructor at Bryant University’s CFP® Program.
David currently resides in Middletown, RI with his wife, Sarah, a marine and environmental science teacher at St. George’s School. Their son, Ryan, is a political science major and lacrosse player at Kenyon College while their daughter, Bella, is studying sustainable fashion design at Savannah College of Art & Design. Outside of the office, David is an avid runner and boxer. When he is not busy cheering on his favorite New York team, he enjoys traveling with his family.
As a Private Client Associate, Sydney assists with administrative responsibilities ranging from day-to-day operations to creating and presenting financial plans. She has great attention to detail and is committed to helping keep our clients on track to achieve their financial goals.
Sydney obtained her undergraduate and master’s degrees from Salve Regina University. Prior to joining Janney Montgomery Scott in 2022, she worked for Corrigan Financial, Inc. as a Financial Planner for six years. She is excited to further her career and to be able to continue working with Dave as a mentor. Sydney currently lives in North Kingstown, RI. Outside of the office, she enjoys spending time with family and friends.