David is based in our Boca Raton, FL office where he has been a certified public accountant for over 25 years and a Certified Financial Planner for over ten years.
He has worked extensively with both individuals and businesses in resolving accounting, auditing, and tax issues. He also has particular expertise in providing financial, estate, eldercare and trust planning advisory services to high net-worth individuals. He has appeared on television and radio programs to discuss eldercare issues.
Prior to joining the organization in 1999, David worked with regional and national accounting firms in New York and Boston.
BEYOND THE NUMBERS
Favorite vacation sport:
Favorite weekend activity:
Spending time with my family
Running and working out
If I won the lottery: