Dave joined our firm in 1989. He works closely with our small business clients including those in the construction, professional services and retail, preparing financial statements and tax returns, along with tax planning and business consulting.
Dave is a graduate of Avon High School and he attended Marion College (now Indiana Wesleyan University) for his freshman and sophomore years where he played soccer before transferring to the Indiana University Business School in Bloomington, Indiana, graduating with a bachelor’s degree in accounting. Dave is a member of the Indiana Society of CPAs.
Dave and his wife Michelle, have two sons and a daughter. They are active members of Traders Point Christian Church-West Campus and also participate in soccer and basketball. In addition to his involvement with his children’s activities, Dave enjoys coaching and playing soccer, basketball, golf and pickleball.
Dave is not affiliated with Securities America.