Managing Partner | Wealth Manager
After nearly eight years in the banking industry, David entered the investment and insurance business with Prudential Preferred Financial Services in 1994. He worked with clients in the prestigious Fifth Avenue office for five years before leaving to become an independent advisor. In 2004 He relocated to Florida and opened the Altamonte Springs office of Infinity Financial Group. In early 2021, the offices was relocated to Tavares, FL. We continue to serve clients all over Florida as well as NY and several others states.
David specializes in retirement accumulation and distribution planning, life, health and disability insurance for individuals and small businesses. He likes to take a holistic approach to provide a personalized plan for his clients.
Active in the Chamber of Commerce and other business groups, David enjoys playing golf, hiking, going to Yankee baseball games, exercising and spending time at the beach.