David J. Maher

David J. Maher serves as Managing Principal at Sullivan & Associates in Multiple Locations.

Fun Facts 14 years of competitive swimming 2 years driving a Zamboni 1 lifelong love of the ocean

Focus: David works with business owners, high net worth individuals and families in the areas of investment planning, risk management and asset preservation, estate planning strategies and wealth transfer, charitable giving, endowments, and planning for closely held business owners and executives. David takes a panoramic approach towards working with clients to help them build, manage, preserve and transfer their wealth.

Background And Experience: Originally from Spokane, Washington, David received his Bachelors of Science in Biology while attending the University of New Mexico where he swam competitively at the Division I level. David is a managing principal and a CERTIFIED FINANCIAL PLANNER® professional with more than 20 years of experience in financial services.

In 2021, he completed an executive education in Wealth Management Theory and Practice through the Yale School of Management and became a Certified Private Wealth Advisor™ certificant. Additionally, he holds the Accredited Asset Management Specialist SM and Accredited Wealth Management AdvisorSM designations as well as holds the Series 24 General Securities Principal, Series 7 and Series 66 securities registrations and insurance licenses.

David is a co-founder of Backshore Wealth Management Group and serves as the Managing Principal.

Away From The Office: David and his wife Reyna moved to Vermont in 1995, they reside in Underhill with their 3 miniature schnauzers. They have two adult children who graduated from Bentley University and Providence College.

When not serving clients, David enjoys running, hiking, swimming, reading, smoking meat and spending time near the ocean in Rockport, Massachusetts. David is passionate about hockey and supports the Essex Junction Youth Hockey Association and the Juvenile Diabetes Research Foundation.