As the Founder and Principal Advisor of Interlock Financial, David leads the firm with a focus on managing client relationships, growing the business, and guiding the team. With over 25 years of experience in the financial services industry, he specializes in comprehensive financial planning—bringing together all the moving pieces to create cohesive strategies tailored to each client’s unique goals.
In 2025, David was nationally recognized on the AdvisorHub Solo Advisors to Watch list, a prestigious ranking that celebrates the top solo independent financial advisors across the country. This honor reflects his commitment to client service, independent thinking, and delivering meaningful results for the families he serves.
David earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2017, a credential that has been instrumental in his ability to help clients navigate complex financial decisions and plan with confidence. He is deeply motivated by the opportunity to provide clarity, education, and peace of mind—ensuring clients feel supported at every stage of their financial journey.
Originally from Plainview, New York, David is a graduate of Towson University and now resides in Weston, Connecticut, with his wife, Holly, their daughters, Charlotte and Skylar, and their two dogs, Gryffin and Monty. Outside of work, he enjoys golf and fishing, cooking for family and friends, traveling, and most of all, spending time with his wife and daughters.