David, along with his partners, have a shared dedication to encouraging his clients to live life to its fullest, by taking advantage and embracing all that life has to offer.

What makes David unique is his ability to create an environment that fosters openness and encourages growth. There is no one path, life has options and choices. Making the right choices, at the right time, can make all the difference in the outcome. His core beliefs of cultivating Abundance, Confidence, and Passion, being Empowered and making an Impact are embraced by every Partner of Helios Capital.

In guiding his clients as an advisor and financial resource, David approaches financial planning holistically, ensuring all moving parts work together; while using tax efficient strategies. This results in helping to create financial security which will impact clients (and future generations) for a lifetime.

Upon graduating in 1989 with his Undergraduate Degree from SUNY @ Stony Brook, he began his practice as a Wealth Management Advisor. In 2023, he became a founding member and Partner of Helios Capital Partners. As a Registered Representative of Northwestern Mutual Investment Services, LLC, David has access to a wide array of investment products and services. He maintains FINRA securities Series 7, 63 and 66, registrations and his Life, Accident & Health Insurance license. David holds the Wealth Management Certified Professional (WMCP®), CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Life Underwriter (CLU®) Chartered Financial Consultant (ChFC®) and Retirement Income Certified Professional® (RICP®) designations.

David has received many acknowledgements throughout his career. Most recently, he was named to the Forbes Best-In-State Financial Security Professional List in 2023.

David lives in Dobbs Ferry, NY with his wife, Betsy, owner of Yoga Haven. His son, Jonah, is currently enrolled at Drexel University studying Interior Design. Traveling, snowboarding, yoga and anything that involves a beach are a few of the things David enjoys.

Dan grew up in Freehold, New Jersey. He graduated from The University of Delaware in 2007 having earned an undergraduate degree in Finance and began building his wealth management practice immediately after. He is a founding member of Helios Capital Partners, formed in 2023. Dan, along with his partners share a passion for guiding his clients to feel confident in their financial security and live abundantly.

As a Registered Representative of Northwestern Mutual Investment Services, LLC, Dan has access to a wide array of investment products and services. He maintains securities Series 6, 7, and 63 registrations and his Life, Accident & Health Insurance license. Dan holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation recognized as the standard of excellence in financial planning.

In addition to his financial planning work, Dan serves as an active mentor within Northwestern Mutual and as the government relations delegate on behalf of Northwestern Mutual Park Avenue.

Dan lives in Little Silver, NJ with his wife Tara and their children Isla, Ronan and Shane where he is active in his community. Dan is an avid outdoorsman and you’ ll likely find him chasing waves, in search of waist deep snow or trophy fish.