Dave Warren, CPGA, AIF®

Dave Warren, CPGA, AIF®, serves as Vice President, Atlantic Region for the Everence®Passionate about helping Everence clients integrate their faith and finances, with a special joy for integrating legacy and charitable planning, Dave is focused on helping Everence clients maximize the joy, meaning, and impact that they can realize from the strategic use of their financial and other resources.

Dave draws from his career working in fundraising and team leadership in financial services, international economic development, higher education and public broadcasting. He holds a master’s degree in clinical psychology, a bachelor’s degree in business administration and has earned the Certified Gift Planning Associate, and Accredited Investment Fiduciary designations.

When not at work, Dave serves as chair of the board at Messiah Lifeways retirement community in Mechanicsburg, Pennsylvania and on the National Board for Ten Thousand Villages. He serves on the board of the Schowalter Foundation, in North Newton, Kansas, and on the charitable distributions committee of the JustPax Fund in Harrisonburg, VA. He is the past president of the Susquehanna Valley Planned Giving Council, in Harrisburg, PA.

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Disclosure

Advisory services and securities may be offered through a third-party registered investment advisor or registered broker-dealer that is not affiliated with Everence Trust Company. Investments and other investment-related and/or securities products are not NCUA or otherwise federally insured, may involve loss of principal and are not guaranteed.