With more than 10 years’ experience in public accounting, David works closely with his clients to deliver assurance and advisory services, with a specialization in employee benefit plans.
David is heavily relied on by his clients to ensure they understand and meet the evolving and complex regulatory requirements they often face. He takes the helm in supervising all phases of audit, review and compilation engagements, exemplifying his meticulous approach to planning, fieldwork and reporting. Engaging in communication with his clients throughout the year, David acts as a trusted advisor for whatever complex financial challenges they encounter. Clients also rely on David’s experience performing buy- and sell-side advisory services, with transactions ranging from $2 million to $500 million.
As a leader in the firm’s Troy Employee Benefit Plan Group, he provides annual defined contribution, defined benefit, employee stock ownership (ESOP) and cash balance plan audits, as well as other employee benefit plan consulting engagements. With a deep understanding of the constantly changing regulations surrounding employee benefit plans, clients count on David’s expertise to ensure their fiduciary responsibilities are met, all while ensuring compliance. David’s deep understanding of the dynamic workings of ESOPs allows him to help clients navigate the complex plan structures.
David’s profound industry expertise empowers organizations to make well- informed decisions and confidently attain their financial and operational objectives, while overcoming regulatory compliance challenges.
- Certified Public Accountant (CPA)
- Health Care
- Logistics & Distribution
- Private Equity
- Professional Services
- Restaurant & Franchise
- Audit and Assurance
- Employee Benefit Plans