David Vickroy

David Vickroy

Financial Paraplanner

David joined Tupler Financial in 2006 as a part-time financial paraplanner after retiring from a successful career in applied research and business development for a major international company. He has completed the Financial Planning certificate program at Fairleigh Dickinson University and passed the CERTIFIED FINANCIAL PLANNER exam. Dave now specializes in mutual fund analysis and assists the team in designing portfolio allocations appropriate for a client's goals and risk tolerance. He also assists in the preparation of detailed financial plans for the firm's clients.

David lives in Short Hills, New Jersey with his wife, Joanna. They are empty nesters but are fortunate to have a daughter, son-in-law, and two grandchildren living nearby in Pennsylvania. His hobbies are photography and attending symphonies, operas, and plays in New York and Jersey.