David S. Sietsma

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.