In January 2025, after serving as Corporate Controller for WMS Partners for three years, Dave joined HB Wealth. As Controller, he works closely with the finance team to oversee day-to-day corporate accounting and treasury management functions.
Prior to joining HB Wealth, Dave began his career in public accounting, auditing a diverse portfolio of clients ranging from small businesses to large financial institutions, and assisting with individual and small business income tax preparation. Dave later transitioned to private accounting, joining H&S Family of Bakeries—the largest family-owned and operated variety baker and distributor in the United States—where he advanced from Senior Accountant to Accounting Manager.
Dave earned his Bachelor of Science degree in Accounting from Stevenson University and became a Certified Public Accountant (CPA) in 2017 while working in public accounting.
Outside of work, Dave enjoys Pennsylvania adventures and annual summer beach trips with his wife and three sons, exploring new real estate investment opportunities, and playing poker with friends.