David focuses on corporate retirement plans, assisting companies with the selection of 401K investment platform providers, fiduciary best practices, plan maintenance, and educating plan participants.

David uses is expertise to help plan sponsors with plan design, plan analysis and investment platform selection. David has been consulting with corporate retirement plans since 1994 and uses a collaborative approach to help plan corporate clients solve their retirement plan needs through easy-to-understand solutions. David works with his clients to help attain their goal to increase contributions for participants and prepare each for retirement. Additionally, David is constantly driving to improve his plans’ performance and to lower costs to the employees. According to David – “Retirement is a vacation of a lifetime but only if you have saved enough money.”

David has nearly four decades of experience in the financial services industry, having started his career in the training program at A.G. Edwards in 1983. Prior to joining Oxford Harriman & Company David held positions at A. G. Edwards, Prudential Securities, Wachovia Securities and First Union Securities.

David holds Series 7, 8, 63, 65 and 66 securities registrations, as well as his life insurance licenses.

David lives in Troy with his wife Mary Ann and they have a daughter Maria and two sons, David, II and Nicholas. Nicholas’s wife Olivia is expecting the family’s second grandchild. In his spare time David enjoys golf, as well as vacationing with his family in Florida.