David is a Family Wealth Strategist and Partner at TFO Family Office Partners, bringing nearly 20 years of experience in wealth management, financial planning, and tax strategy. He works closely with clients and their families striving to help them achieve their financial and personal goals, with a strong focus on family education. As a member of TFO’s Education Committee, David is committed to empowering families with the knowledge they need to make informed financial decisions. Outside of work, he is a devoted husband and father of three, as well as an active coach in a variety of sports.
First, interacting with families and getting to know them on a personal level, more than just a financial statement. Second is taking aspects of their life that can be complex or confusing and simplifying it so they can focus on the things that are important to them.
I wanted to work at a place where culture and doing the right thing came first. I started my career at an accounting firm that was focused predominantly on tax services, and while I learned a lot, I never truly felt a part of something bigger. I also felt I could be helping those clients in more ways. TFO Family Office Partners gave me the opportunity to connect with and help clients in many aspects of their life while having a workplace that is full of quality people driven to do the right thing.
Family – Family has shaped me my whole life. The idea of being a part of something bigger than yourself and putting others first has taught me a lot about life and relationships. Getting married and having a family of my own only enhanced those values. I bring those values to work with me every day in how I interact with my colleagues and clients, and there is some humor sprinkled in there too!
University of Arizona
B.S. Accounting
Certified Public Accountant (CPA)