David joined GCI Financial Group in 2025 after a storied career in finance.  After a decade as an entrepreneur and business owner, David entered financial services in early 1993 working at Equitable, and later via their transition, as a financial consultant at AXA Advisors.  In 2012, David became a partner in APS Pension and Financial Services where he worked with CPA’s to design and install custom qualified retirements plans for their clients.  In September of 2020, David transitioned to Lantern Wealth in order to broaden the breadth of services he could offer to his clients.

At GCI Financial Group, Inc. David continues to serve some of the same clients he has been working with for over 30 years.  David pursed and earned his Certified Financial Planner (CFP®) designation in 2004, and he now leads the firm’s Qualified Retirement Plan Advisory services with his extensive experience and deep knowledge base in the space.

David lives in Mahwah, NJ with his wife Susan.  He enjoys traveling, the occasional game of golf and spending time with his young grandchildren.