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 interest in charitable and legacy planning – Dave is focused on finding new ways to expand the services offered to the Atlantic region, which includes the Greater Philadelphia area and all states southward along the east coast, including offices in Harrisonburg, Viriginia, and Sarasota, Florida. Dave also serves as the National Charitable Specialist for Everence Foundation.

 

Dave draws from his experience working in fundraising and leadership positions in international economic development, higher education and public broadcasting. He earned a master’s degree in clinical psychology, a bachelor’s degree in business administration and holds the Certified Gift Planning Associate designation.

 

When not at work, Dave serves as chair of the church board at Messiah Lifeways, a retirement community in Mechanicsburg, Pennsylvania. He also serves on the board of the Schowalter Foundation, in North Newton, Kansas, and on the board of the JustPax Fund in Harrisonburg. He is the past president of the Susquehanna Valley Planned Giving Council, in Harrisburg, Pennsylvania.

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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.