David started his public accounting career in 1987. He primarily works with high net worth individuals and families, helping them meet their personal and business objectives through business succession planning, estate planning, and income tax planning and compliance. His expertise includes gift, estate, and GST planning and compliance; family governance and related issues; and charitable remainder trusts, charitable lead trusts, and private foundations.
Prior to joining Moss Adams, David worked at Big Four and regional firms, where he provided tax and wealth management services to individuals, families, and their businesses.