Hi my name is David!
And I love helping families flourish in their financial journey! As a CPA, I have been providing guidance to high-net-worth clients for the past 10+ years.
I started in Sun Valley, Idaho doing taxes and family office work for families with $50m net worth, then moved to the Bay Area, working on all the old money in San Francisco at Deloitte. These clients were making more than $50m a year.
I’ve worked for multiple presidential candidates, legendary venture capitalists, and famous financiers throughout my career.
Working as a family office CFO, I have seen some of the most complex financial structures and family situations throughout that time.
This front-row seat has showcased how wealth is created, preserved, mismanaged, and even how it destroys families.
