Ask me about…

Insurance Planning
Retirement Planning
Qualified Plans

About David

David specializes in accounting, auditing, tax and consulting services to small businesses. He also provides individuals with tax and financial planning and related estate planning and estate administration services.

Education
Bachelor of Science, The University of Alabama
Master of Arts in Accounting, The University of Alabama

Certifications
Certified Public Accountant (CPA)
CERTIFIED FINANCIAL PLANNER™ (CFP®)
AICPA Personal Financial Specialist (PFS)
Certified Valuation Analyst (CVA)
Accredited Business Valuation Specialist (ABV)
Certified in Fraud and Forensics (CFF)
Certified Global Management Accountant®

Professional and Civic Organizations
American Institute of CPAs
Alabama Society of CPAs, Past President
Birmingham Chapter of the Alabama Society of CPAs, Past President
Alabama State Board of Public Accountancy
National Association of Certified Valuation Analysts
Birmingham Tax Forum
Birmingham Venture Club
The Rotary Club of Birmingham
Newcomen Society
Metropolitan Arts Council, Treasurer
UAB Accounting Advisory Board
UAB School of Business Advisory Board

Personal Interests
Family, golf, and travel