Dave has been a Financial Adviser for over 25 years and is a second generation advisor. He has his Series 7, 63 and 65 along with his Life, Health and Annuity license. Dave’s goal is to always put the client’s needs first and focus on a holistic approach to customizing a client’s financial plan.

Dave and his wife Liz have lived in the Lehigh Valley for over 25 years. They have been blessed with 4 boys and 3 grandchildren. During their down time they love to travel.

“Our goal is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We understand the challenges families and businesses face today. We commit to utilize all of our resources to help you pursue your goals.

All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.”

Dave Guensch