About David
For nearly 25 years, David has focused his practice on investment management, tax and estate planning, and financial counseling.
Education and Professional Milestones
-James Madison University - BBA in business administration
-Boston University School of Law - JD
-Northeastern University - MBA and MS with a concentration in accounting
-Licensed Certified Public Accountant
-Admitted to practice law in Massachusetts
-Investment Adviser Representative (Series 66)
-Has worked as a tax specialist in the Boston office of KPMG LLP