Meet your evolving needs with three integrated business lines in one professional services firm.
Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.
Bachelor of Science in Accounting from the University of Washington Foster School of Business
David has 34 years of experience in public accounting, concentrating on closely held businesses and extensively with dental and medical practices. David has provided advisory services to dentists and physicians in connection with business plans for start-up practices, valuation of existing practices, and practice transitions/succession planning. He has also worked with practices on compensation setting methodologies, profit and cost sharing, and other operational analysis. He performs tax preparation and planning services for the practices he serves.
In the community
Rotary Club of Mercer Island. Rotary Club of Mercer Island Foundation board member.