Our Qualifications

Qualifying and Life Member, Million Dollar Round Table

Past-President, National Association of Insurance & Financial Advisors - Maine

Served, Blue Cross Blue Shield of Maine Agent's Advisory Council

EXPERIENCE:

Dave provides individual, employee benefits, business insurance and retirement plan services in Westbrook, Maine. Since 1982, he has served clientele from Northern Maine throughout New England, to Southern Florida. Dave has his FINRA Series 6, 63 and 65 registrations, as well as his Life and Health licenses.

EDUCATION & CREDENTIALS:

Dave has successfully completed the course work to be awarded with the  AIF® (Accredited Investment Fiduciary®), as well as the CLTC® (Certification for Long Term Care) designations.

Dave is a 28-year member of the Million Dollar Round Table, with 14 Court of the Table and 3 Top of the Table qualifications. He has served on several MDRT Committees. He is an active member of NAIFA and a member of the Maine Estate Planning Council.

INTERESTS:

A native of Augusta, Maine and graduate of the University of Maine (Go Black Bears!), over the years Dave has helped with various charities including the Kidney Foundation, the Salvation Army and most recently with his local Knights of Columbus Council 15791. He resides with his wife, Paula, in Cumberland Foreside, Maine and they have two grown children.