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Principle Profile

David Channing is the firm's principal. He has accumulated a wide variety of credentials, knowledge and experience in over twenty years as a financial professional. This has helped to make David a well rounded highly competent professional that people describe as winsome and approachable.

David is a graduate of Geneva College in Beaver Falls, PA where he earned a BSBA in Accounting. He is licensed in Pennsylvania as a a certified public accountant.

David started his career at a regional public accounting firm where he spent seven years serving closely-held businesses. He left to form his own accounting business that provided financial planning, accounting and tax services. One of his business clients was experiencing extraordinary growth during the technology explosion of the 90's so he joined them full time to help manage the growth of this business. He spent several years as the Chief Financial Officer, and then became the Vice President of Sales and Marketing. Finally he served as the Senior Vice President of Corporate Development where he was responsible for strategy and expansion. David left the company to form, operate and consult with Non-Profit Organizations. Then he became the General Manager of an investment advisory firm where he earned his investment and insurance credentials and honed his financial planning skills.

The depth and breadth of services offered by the firm is the culmination of this work history. Explore these services on the Web site and begin to envision how a holistic integrated approach to financial services may benefit you.