
David Staab
Associate Wealth Advisor

David Staab
Associate Wealth Advisor
My Bio
David Staab is an aspiring CERTIFIED FINANCIAL PLANNER® with a passion for financial literacy and helping people achieve their personal goals. He recently graduated from the University of Maryland, where he earned a Bachelor’s of Science in Finance and a Master’s of Science in Supply Chain Management.
Prior to becoming a member of the Foundation Wealth & Tax team, David was an account manager with the Four Seasons. He is an avid scuba diver and supports the Baltimore Ravens.
Other Team Members

Eric Stein, CFA
Chief Investment Strategist | Partner, East Bay Investment Solutions

Tim Gervais, CPA, CVA
Wealth Advisor

Taylor Lewis-Costa
Director of Communications