Profile Description

After achieving a Bachelor of Science degree in Mathematics and Secondary Education from the University of Bridgeport in Connecticut, David spent several years as an educator until he began a career as an agent with The New York Life Insurance Company. He was associated with the Keystone General Office located in Philadelphia, PA.

In August of 1984, David attended an Executive Council Meeting in Norfolk, VA where he would meet his future wife Andrea. After marrying in October of 1985 and continuing to work as New York Life agents, David and Andrea acquired Insurance Specialties, Inc. in 1992.

When David is not working, he enjoys spending time with his wife and dogs at their home in the Greater Asheville, NC area. He also enjoys hiking, reading, and sharing great adventures with his 3 grandchildren.

David has written and moderated several continuing education courses (including LUTCF and CLE for attorneys in the state of North Carolina), written many published editorials, and speaks at a number of conventions regarding health issues. David has played an important leadership role in many local and national organizations including:

  • North Carolina Association of Health Underwriters (Federal Law and Legislation Chair)
  • The National Association of Insurance and Financial Advisors (Philadelphia, PA Chapter)
  • The National Association of Health Underwriters (Past President of Western North Carolina Chapter)
  • North Carolina Association of Health Underwriters (Past Media Relations Chair)
  • North Carolina Health Insurance High Risk Pool (Communications Advisory Board)
  • Crescent Health Solutions, Asheville, NC (Vice Chair, Board of Directors)
  • Big Brothers Big Sisters of Western North Carolina (Big Brother)
  • Volunteer Elementary Math Teacher
  • Gender Male
  • Years of Experience 30+
  • Education University of Bridgeport; Bridgeport, CT
  • Speciality Employee Benefits, Disability and Life planning
  • Designations CLTC
  • Life Insurance
  • Mortgage Protection
  • Final Expense
  • Business Insurance
  • Guaranteed Issue
  • No Medical Exam
  • Medical Insurance
  • Medicare Supplements
  • Critical Illness
  • Disability Insurance
  • Estate Planning
  • Business Continuation
  • Business Planning
  • Financial Planning

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