For the past 30 years, David has provided financial guidance and education to his clients. He has been instrumental in assisting people to grow, protect, live off of, and provide a legacy with their assets. In doing so, David recognized that one of the most costly expenses that retirees have to deal with is the ongoing costs of their healthcare. Navigating through the various options when it comes to Medicare can seem daunting to most. This is why David decided to establish Lighthouse Medicare Solutions. This firm focuses on helping individuals make informed decisions when it comes to their Medicare. For individuals who qualify, Lighthouse can also assist with the Medicaid application and approval process.
David is a CERTIFIED FINANCIAL PLANNER, CHARTER LIFE UNDERWRITER, and CERTIFIED RETIREMENT COUNSELOR. Their credentials have provided him with extensive knowledge in key areas including investment management and retirement planning strategies. He earned his Bachelor’s Degree from St. Bonaventure University. David is a Managing Partner at Shoreline Wealth Management.