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David brings extensive experience providing investment consulting, tax planning, financial planning, family wealth planning and tax reporting services to high net worth individuals, corporate executives, family business owners, and closely held entities. In addition to his role of Managing Director of the Wealth and Tax Advisory Service office in McLean, he also services on the firm’s Board and is chairman of the Investment Committee. David is a frequent speaker at business and professional conferences and seminars. Recently recognized again by Worth magazine as one of the 250 Best Financial Advisers, he has published articles on investment, business and family tax issues and has been quoted in The Washington Post, The Wall Street Journal, The New York Times, The National Law Journal, The Washington Business Journal, Nations Business, Small Business News, and other publications. David has made several appearances on CNN, Good Morning America and other broadcast media. Active in the community, he is a Board member and former Chairman of Greater D.C. Cares, member of the Board of Trustees and Treasurer of The Community Foundation for the National Capital Region, a graduate of Leadership Washington and served as Chairman of the Board of American University Family Business Forum. A Certified Public Accountant, he is a graduate of the School of Hotel Administration at Cornell University and the Washington and Lee University School of Law.
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