David works with privately held construction, manufacturing, and wholesale businesses, providing clients with tax, trust, estate tax planning, and consulting services. He has extensive experience guiding clients in ESOP planning and implementation, as well as succession planning, having assisted many clients in effectively passing their closely-held business interests to the next generation. David prides himself in responding quickly to client needs and loves to guide and educate them in making the best economic and tax decisions.
Years of Experience
Georgia State University, Bachelor’s
Professional & Civic Leadership
Board of Directors – Southwest Christian Care