PAT SZTURM, B.Sc....

September 18, 2020

ERIC INSPEKTOR, FO...

September 18, 2020

Laura Fitzsimons,...

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TANIA KVAKIC, CFP...

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RAE EVANS, CFP® CE...

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February 21, 2020

                                                         DAVID SWEENEY

David Sweeney (Dave) started his Financial Planning practice in 1994 after living through the untimely deaths of both parents, his dad in a car accident and his mom, from a health issue, shortly thereafter. ”Neither of my parents planned to die young. I was 24 and the oldest of 6 kids that lived in town, when they passed. Even with 13 years of public education, I had no clue about what to do next. I did not even know how to correctly fi...

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