David is a tax and accounting professional who brings analytical precision and a methodical approach to helping clients navigate their tax preparation and accounting needs. This practice supports our advisors and is built on accuracy, thoroughness, and a commitment to understanding each client's unique financial situation to provide reliable, tailored guidance.
Throughout his career, David has demonstrated a consistent focus on problem-solving and attention to detail—qualities that serve clients well during tax season and beyond. His background spans multiple industries and experiences, all of which have contributed to a well-rounded perspective on business operations and financial management.
David is a U.S. Navy and Desert Storm Veteran who trained and worked as an Aviation Electronics Technician before earning a Bachelor of Science in Computer Science from the University of Michigan.
Following military service, he spent over 23 years working in Information Technology across the Software Development, Pharmaceutical, and Automotive sectors. This diverse technical background provides him with unique analytical capabilities that enhance his tax and accounting work.
Outside of work, David has been married for over 30 years and has three children. Family remains a cornerstone of his life, and the values developed through years of service—integrity, reliability, and dedication—continue to guide both his personal and professional commitments.
*David is not licensed with LPL Financial.