David is the firm’s Tax Partner and Financial Specialist and currently supervises all tax and financial planning services. He has directed these departments since he became Tax Manager in 1999.
Education and Experience
David graduated from Siena College in 1989 with a BBA degree in Accounting. Prior to that, in 1987 he graduated from Hudson Valley Community College with an associates degree. His background includes 5 years as a tax analyst/reviewer for the largest fee-based financial services firm in the United States, where he assisted in providing advice to CEOs, entertainers and other high net worth individuals. David has since accumulated 19 years of public accounting experience. He is a Certified Public Accountant, a Certified Financial Planner, a Personal Financial Specialist, and a Certified Specialist in Estate Planning. He is a member of the American Institute of Certified Public Accountants, New York State Society of Certified Public Accountants, Financial Planning Association, National Association of Tax Professionals, was listed as an expert tax practitioner in The Directory of Tax Professionals 2003 and named to the National Register's Who's Who in Executives and Professionals for appearance in 2004-2005 edition.
Professional and Community Service
David is active in many organizations including the Benevolent and Protective Order of Elks, Sons of the American Legion, the Mechanicville-Stillwater Little League, Mechanicville Football Booster Club, the Mechanicville PTA, the Coalition of Fathers and Families NY, Inc., and the American Coalition for Fathers and Children. He is the current Treasurer of the statewide Coalition of Fathers and Families NY, Inc., and is the past Treasurer and past Board Member of the Financial Planning Association of Northeastern New York, the Mechanicville-Stillwater Little League, the Side-by-Side Theater Company, Inc., the Capital District Chapter of the Fathers' Rights Association of New York State, Inc. (FRANYS), and is also past Treasurer of the statewide FRANYS Board.
Committed to Youth & Families and the preservation of