David serves as the partner-in-charge of CRI’s Clearwater office and works with business owners to assist them with tax planning and transition planning in an effort to maximize their success in the strategies they deploy. He also works with high–net–worth clients to plan for and manage wealth transfer issues. David focuses on proactive planning to ensure that his clients’ short-term goals align with the steps needs to take to achieve their long-term goals. His clients truly enjoy working with him because he offers proactive insight to help them better understand how to adapt, take advantage of new opportunities, and plan for change.
Years of Experience
28
Education
University of South Florida, Bachelor’s
Professional & Civic Leadership
- Immediate Past Chairman of the Board of Governors of the Pinellas Community Foundation
- Trustee, Directions for Living, Inc
- Past Chairman of the Board of Gulf Coast Museum of Art
- Past President of the Board of the Pinellas County Estate Planning Council
- Investment Advisory Committee Member for Pinellas Community Foundation
Professional Credentials
Certified Public Accountant (CPA)
