Flying Bee

David Siegel


David Siegel
VP Operations & Advanced Sales

J.D.

David Siegel, J.D. practiced law for over 18 years before focusing solely on financial planning.  He has also been a financial advisor dealing with insurance and investments for over 10 years.  As an attorney David specialized in representing individuals with their estate planning needs as well as guiding them through the financial and legal difficulties of personal bankruptcy.  He also worked with small businesses establishing the proper business entity, contracting and creating and funding buy/sell agreements and other corporate documents and resolutions.  In addition to founding his own law firm, David worked as a financial advisor for one of the largest investment companies in the nation, working with families and small business owners.  These qualifications give David in-depth knowledge of the needs and challenges facing individuals, families and small business owners.  David can also provide expert advice and guidance on Financial Planning including, Legacy Planning, Estate Planning, Pension Management, Tax Strategies, Social Security and more.

David lives in Springfield, Delaware County along with his wife, Susan, and 3 children, Sara, Margaret and the angel on his shoulder, Joey. David is active in his community through service work and coaching his children’s athletics.

Affiliations:

  • Pediatric Brain Tumor Foundation
  • Kiwanis Club of Baltimore Pike (Past President)
  • Springfield Athletic Association
  • A Mother’s Home (Board of Directors)
  • Springfield School District (Policy Board)
  • Estate Planning Council of Delaware County