Our Private Wealth Advisor David has more than 15 years of experience working in leadership-level finance and strategic planning roles for organizations, ranging from not-for-profits to Fortune 100 companies. As his career developed, he became intimately involved with buy-side and sell-side merger and acquisitions activities.
With a desire to have a more meaningful impact on businesses and their owners, David left Corporate America to start his own independent CPA Firm while joining Silverhawk as a private wealth advisor. David leverages his experience to bring large company sophistication to the benefit of small businesses and their owners through appropriate financial and wealth planning strategies.
David is also a Certified Exit Planning Advisor (CEPA®).
A graduate of Arizona State University with a degree in accounting, David also has a master’s degree in leadership. Following his graduate education, David became licensed as a Certified Public Accountant (CPA) in Arizona.
Outside of work, David enjoys spending quality time with his wife and three children. Together, they always try to find opportunities to enjoy the beautiful Arizona weather together.