Our Team

Dave Maxwell has been a resident of Washington Township since 1979.  Dave has worked in the financial services industry for over 40 years.  His experience includes, but not limited to, institutional, retail and wholesale marketing of a wide variety of investment products.  In addition to these marketing initiatives, he also has considerable experience in both needs based financial planning and portfolio construction, and asset allocation* as well.

Dave is a graduate of Dickinson College in Carlisle, Pennsylvania.  He earned a Certified Employee Benefit Specialist designation sponsored jointly by the International Foundation of Employee Benefits and the Wharton School of the University of Pennsylvania.  Dave also obtained his Accredited Asset Management Designation from the College for Financial Planning.

Dave has also been very active in his community.  He was a co-founder of the 5th Quarter Football Club of Washington Township High School, as well as a co-founder of the Adam Taliaferro Foundation.  He has been a past President of the Washington Township Chamber of Commerce and a member of the Washington Township Rotary.

He and his wife, Sandy, have been married since they graduated from Dickinson together, and they have two children, a son Christopher, and a daughter Erin.

*Asset allocation does not ensure a profit or protect against a loss.