Hailing from Syracuse, New York, David graduated from LeMoyne College with a B.S. in business administration and from the State University of New York Oswego with an M.S. in education. With his extensive background in education, David joined Simmons Financial in the role of financial services associate to help educate clients in the areas of personal finance and to provide them with the tools needed to attain their goals.
In this role, David assists the other financial representatives and clients on insurance related matters. David is also our in-house resource for Medicare in Vermont. He is appointed with Aetna, Humana, United Healthcare, Vermont Blue, & Wellcare. Additionally, David enjoys helping small businesses with their employee benefits and protecting local families with term life insurance.
As a retired educator himself, David found a niche working with local schools: helping their faculty and staff with their 403(b) retirement plans.
David is also an AFSP tax professional, preparing federal and state filing forms for clients, as well as being our in-house resource to answer your questions throughout the year. His federal preparer tax identification number (PTIN) is P02278229.
David resides in Bennington, Vermont with his wife and daughter. He is an avid college sports fan, following the football and basketball programs at Syracuse University.
David is insurance licensed in Vermont.