• Undergrad:
  Castleton State College
• Grad/additional:
  University of Phoenix, MBA; Cannon Financial Institute
• Affiliations:
  Certified Trust and Financial Advisor
• Started at MB:
  2011
• Years in VT:
  Since 1968
• Years in Banking/Finance:
  Since 1991
• Years in Investment Management:
  Since 1993
• Native of:
  Vermont

A Little More Background

David helps clients throughout Southern Vermont grow their wealth and plan their financial lives, using his extensive knowledge of the industry to find the best solutions. A Certified Trust and Financial Advisor with 20 years in banking, he's a strong customer advocate who loves helping people reach their financial goals.  Raised in a Vermont family of several generations, he's involved in his community, having served on the local chapter of Rotary International and volunteering with other groups.