|
 Specialty: Investment
Advisor, Taxation, Financial Planning
30 years as a Financial Advisor
Since 1985, David has provided professional services as an
independent Certified Public Accountant and financial advisor, to
closely held businesses and their owners, to not-for-profit
entities, to business executives and to owners of properties,
investment portfolios, and other income–producing assets. He
presently serves clients in the following industries: personal
services, health care, not-for-profit, manufacturing, distribution,
retail, wholesale and construction.
David’s background includes over 30 years’ experience, as a tax
specialist and financial advisor with the Big Four accounting firms
in the Kansas City metropolitan area including Arthur Young &
Company, Deloitte, Haskins & Sells and Cornerstone CPA Group, PA. David is a shareholder of
Cornerstone CPA Group, PA, and a principal of Cornerstone Wealth
Advisors, LLC, in Overland Park, KS.
David served 2 years as the manager in charge of the tax department
for the Kansas City office of Deloitte, Haskins and Sells, following
9 years of progressively responsible service in the audit and tax
departments at the Kansas City office of Arthur Young & Company,
where he had attained the level of tax manager. David obtained a
Master of Science in Accountancy from the University of Missouri –
Columbia following undergraduate studies in Agricultural Economics
at the University of Missouri – Columbia.
David is a member of the American Institute of Certified Public
Accountants, Kansas Society of Certified Public Accountants and the
Missouri Society of Certified Public Accountants. David is an
accredited Personal Financial Specialist (PFS) awarded by the AICPA.
David is also a Registered Investment Advisor Representative in the
states of Kansas and Missouri.
David and his wife, Nancy, have two grown children, Bryan and
Chrisitine. Bryan and his wife Karin have two beautiful sons,
Nathaniel and Benjamin, that both David and Nancy love to be with.
Christine is recently married to Brian Brush.
The Cornerstone Difference /
Our Process
/ The Role of Risk
/
Investment Policy Statement
Effective Tax
Planning /
Time to Rebalance /
DFA Funds
/
Efficient Market Theory
Our Partners
/ Our
Principals /
Contact Us /
Site Map /
401k
Investments /
Cornerstone360Blog
|
|
