Expertise
Education
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More About David
David began his working life serving his country as a Naval officer on two nuclear submarines. He then transitioned to civilian life with a military contractor and earned his MBA. This led to his second career transition into the financial services industry.
After years working in investments and insurance, he began preparing taxes part-time several years ago. Initially interested in the analytical side of taxes, he soon found working with clients to be very rewarding. He enjoys meeting new people and putting his knowledge and experience to work to achieve the best tax outcome for clients.
In his spare time, he enjoys a good book, watching the Minnesota Twins and the New York Mets, and spending time with family including his two young grandsons.
