industry visionary Member
Dave has over 14 years in the accounting and financial services industry with a concentration on assisting Dentists, Physicians and Other Professionals. Dave consults with his clients regularly on accounting, taxation, valuation and practice management issues.
Dave is also the firm’s technical discussion leader for an array of topics including pass-thru entities, basis calculations and tax credits.
Dave received his Bachelor’s degree in Accounting from Miami University in 2004. He has also completed several graduate level accounting courses in order to qualify for the rigorous CPA and CVA exams. Dave is a member of the Ohio Society of CPAs, National Association for Certified Valuators and Analysts and the Academy of Dental Management Consultants.
When Dave is away from the office, he enjoys golfing, running and snow skiing. He and his wife, Tara, have one daughter, Ruby. They enjoy walking the family dog, Dolly, in the northeastern suburbs of Cincinnati.
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