A long-time, seasoned woodworker, David is a master at managing projects that start with a plan and end with something solid, useful, and built to last.

In his role as partner, David primarily oversees tax, supporting clients across verticals as well as high-net-worth individuals, corporations, and partnerships. Additionally, he also manages CAS, client consulting, and retirement consulting within the Dalton office. On a day-to-day basis, David ensures that his team is aligned with the right projects, engagements are delivered on time and within budget, and that team members receive the training and mentoring required to be successful in their roles.

CLIENT SUCCESS SPOTLIGHT

David worked closely with a large trucking client to revamp the company's accounting system, policies, and procedures as it prepared for a future sale. The improvements strengthened operations, increased EBITDA, and positioned the business to sell at a significantly higher value than it would have otherwise.