Partner, Fractional CFO
About David
Former CFO of two venture-backed software companies. Has helped clients raise more than $240M.
David works from our Denver office and meets clients in person or by video. Outside work, David volunteers with a free tax clinic for low-income families every spring.
The best financial plan is one you understand well enough to follow.
10 yrsExperience
155Active clients
4.9Client rating
Specialties
- Tax planning
- Business owners
- Retirement income
- Cash-flow planning
Education
- Certified Public Accountant (CPA)
- MS Accounting, University of Colorado
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