Prior to financialfootprint Dave held senior leadership positions at Lincoln Financial Group and Cigna.
At Lincoln he led the strategic design and implementation of Lincoln Financial Distributors, one of the largest and most productive wholesaling organizations in the US. As Senior Vice President - Relationship Management, he had responsibility for all 3rd party distribution relationships across all product lines including asset management, ins

Phil ran a highly successful financial planning firm for 15 years prior to being recruited as the President of Lincoln Life & Annuity Company of New York. He went on to run a change program that positively transformed Lincoln Financial Group’s UK division, where he also led its 2000 person sales division.
Returning to the US, Phil joined Lincoln Financial Distributors as Senior Vice President and Managing Director, for their banking relationshi

Dave is currently the Associate Director, Regional Chief Executive Office of AIA Hong Kong. Prior to this role he was fully engaged as a co-founder at financialfootprint. He is now acting as an advisor and retains 5% ownership.