David serves as Regional Vice President, Sales & Consulting at Blue Ridge Associates, bringing more than 20 years of experience providing retirement plan fiduciaries and committees with thoughtful, timely guidance. He brings deep expertise in retirement plan design, compliance, communications, recordkeeping, investments, and industry best practices, with a focus on developing solutions that align with each client’s unique goals and needs.
In his role, David collaborates closely with advisors, CPAs, and attorneys to deliver tailored retirement plan solutions and exceptional service. He believes strong client relationships begin with understanding each client’s needs and being accessible when questions, challenges, or changes arise. David holds the Accredited Investment Fiduciary (AIF), Chartered Retirement Plan Specialist (CRPS), and Qualified 401(k) Specialist (QKS) designations and is a graduate of Hobart College.
Originally from Westchester, New York, David now resides in Buffalo with his two grown children, Jake and Lauren, and his beagle, Max. Outside of work, he serves as Treasurer of the Buffalo Club Foundation and enjoys playing squash and golf, spending time with friends and family, and cheering on his Buffalo sports teams.
