David founded WealthCare Planning, Inc. in early 1991 after a successful career with John Hancock Financial Services. His practice is focused on charitable giving and pre and post-retirement planning. His areas of specialty include Financial and Estate Planning, IRA distribution Planning, and Long-Term Care/Asset Preservation.

He is a frequent speaker on elder financial and health care issues. He has served as the Chairperson for the Public Relations Committee and is a past member of the Board of Directors of Better Living for Seniors. David is also a member of the National Council of Certified Estate Planners, and the St. Petersburg Chamber of Commerce.

David graduated from The Ohio State University in 1974, receiving a Bachelor of Arts in English Literature. He is credentialed by the National Council of Certified Estate Planners as a Certified Estate Planner (CEP®), by the National Academy of Elder Law Attorneys as a Certified Long Term Care Consultant (CLTC) and by the Society of Certified Senior Advisors as a Certified Senior Advisor (CSA). Additionally, David is a licensed insurance professional a General Securities Representative and a Registered Investment Advisor.