CPA, Financial Planner
David grew up in Southern California, and graduated from UC Santa Barbara with a Bachelor of Arts in Business Economics with an emphasis in Accounting.
He began his career at a full service local CPA firm which primarily served closely held businesses and pass-through entities. His next career move was to a regional firm where he specialized in income tax for large international consolidated entities, before moving to Texas and joining the CWA team in 2015.
“I have always enjoyed empowering clients to make the best decision through education. When I can assist in bringing peace of mind for their future, I have had a good day.”
David is a Certified Public Accountant and an Investment Advisor Representative. He and his wife, Monica, have a young daughter named Annabella. David enjoys reading, studying historical and current economics, water sports, gardening and spending time outdoors.