Our Qualifications

Since 2001, David has provided guidance to individuals and family owned businesses throughout Northeast Ohio and has clients based throughout the United States.

Our virtual team includes tax and saving specialists located across the US, whom provide collaborative insight for those individuals who desire a more proactive and holistic planning process in conjunction with their trusted CPA.

David's background stems from his prior work at one of the largest insurance and benefit providers in the the US as well providing planning and investment solutions for clients of a major regional bank.

Feel free to contact David should you wish to further understand the team process and or wish to hear from others who've gained from their experience by working with us.