Dave brings a “client first’ mentality and easy going presence to the firm. Licensed as an Enrolled Agent, Dave works in all tax aspects of the firm and prides himself on helping individuals and businesses alike to navigate the complicated tax laws that are ever changing. His educational approach to working with clients to help them understand their tax situation has garnered him adoration from those who work with him directly.
Dave currently resides in San Clemente with his wife, 2 children and their dog, Annabelle. When he is not in the office, he is likely watching a Green Bay Packers game or tuning in to see the score of the Anaheim Ducks Game. Dave also has an extensive background in kinesiology and enjoys a physically active lifestyle away from the office.