Client Advisory

Biography

David is a Principal in the Cincinnati office. He is a member of the tax compliance and planning team, providing comprehensive tax compliance, preparation, and planning for all individuals and businesses.

Prior to joining Cerity Partners, David has spent 9 years with CPA firms or financials advisors in various states including Colorado, Wisconsin, Texas, and Georgia. David also spent 10 years in the Small Business/Self Employed (SBSE) section working as an auditor for the IRS. David has a varied background working with small businesses and self employed.

In his spare time, David enjoys spending time with his 5 children and wife exploring the areas including zoo’s, hiking, state parks, and other family activities.

Education

  • Bachelor of Science - Business Administration with Emphasis in Accounting and Management

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