David works with elite CPAs to help make them Primary, Critical and Essential to their very best clients. He heads up the Modern Family Office that provides CPAs the leverage they need to become more than just the tax preparer or the compliance person … they can be truly the most trusted advisor to their best clients. By being the solution, they can become the Amazon to their best clients – the one phone call the client ever has to make to address any situation. David has been in the financial services industry since 1984. He is a CERTIFIED FINANCIAL PLANNER™ practitioner. His M.B.A is in Finance and Management. He is former head and past member of the BCJ investment committee.
On the personal side, he is married and has two great children. Loves golf – wishes it loved him back. He has raised guide dog puppies for Guide Dogs for the Blind and fosters for Desert Labrador Retriever Rescue. He was past president of the board of directors for the Phoenix Guide Dog Raisers and has served on the development committee for AZ Zoological Society and Guide Dogs for the Blind.