He helps you WIN in your business.

Here’s his background…

David is a senior tax accountant who brings experience helping individuals and business owners and families navigate accounting and tax complexities.

Before joining Blend Wealth, David worked at a wealth management firm that acquired an accounting practice. He played a key role in ensuring a smooth transition and helped lead the accounting division through a period of significant growth and change. We value his ability to bring structure, clarity and calm to evolving environments.

David is inspired by the vision of Blend Wealth and believes strongly in the firm’s mission to help business owners and families each their business and personal goals.

Outside of the office, David enjoys spending time with his wife, family and friends and taking his daughter on walks outside.