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Financial Services Institute

As a representative of the Financial Advisory Council, David ensures that Americans’ rights will be protected via the access of quality financial advice and counsel. As an advocate in the financial industry, David brings his Main Street Values to this national organization for the benefit of our hard-working citizens.


In 2017, David was asked to represent Commonwealth Financial Network, our broker-dealer, as a member of the Financial Advisory Council of the Financial Services Institute (FSI) located in Washington, D.C.

FSI serves as the voice for independent financial advisors, delivering legislative, legal, and public advocacy. This organization serves as a “watch dog” against administrative overreach. Ultimately, they protect the rights of Americans, ensuring they have access to quality, independent advice and counsel.


Conscientious advisors like David help bring real-life insight into how proposed legislation and regulations will ultimately impact independent financial advisors’ businesses and the hard-working clients they serve.

FSI is the only organization advocating solely on behalf of independent financial advisors and independent financial services firms. Since 2004, through advocacy, education and public awareness, FSI has successfully promoted a more responsible regulatory environment for more than 100 independent financial services firm members and their 160,000+ affiliated financial advisors – which comprise over 60% of all producing registered representatives.

Financial Services Institute
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