Known to be a great listener, Dave allows clients room to talk about their tax situation and business goals to gather all the facts, so he can help them find an appropriate solution. Part of his penchant for listening comes from his lifelong love of learning. Whether studying a client’s tax dilemma or a change in the tax code, Dave is always on the hunt for the next big challenge.
Beginning his public accounting career in 2000, Dave focuses on tax compliance and research to assist family offices. His wide range of experience includes working with investment partnerships, individuals, trusts and private foundations.
Dave lives in Brunswick, Ohio, with his wife and dog. Their oldest son is a graduate of the Culinary Institute of America and works as a pastry chef; their youngest son is studying at The University of Akron for a degree in mechanical engineering. Dave enjoys reading and hiking in the Metroparks.