Throughout his career, David has provided tax reduction strategies to business owners and high net worth individuals. David works collaboratively with his back-office team of financial experts, including CPAs, CFPs, attorney’s and actuaries to provide customized tax reduction plans for clients that are faced with the unique challenges and opportunities that arise when managing substantial assets and complex financial situations.

David’s mission is to educate business owners and CPAs on the importance of tax planning. David has dedicated himself to helping families not only secure their financial future but to also secure their financial legacy for generations to come. David’s commitment to his clients’ success has created lifelong relationships based on trust and mutual respect.

David’s approach is centered around simplifying complex financial concepts and jargon, ensuring that his clients fully understand their options and the strategies he recommends. He is known for his ability to break down complex ideas into easy-to-understand terms, empowering his clients to make informed decisions with confidence.

Outside of his professional endeavors, David actively engages in community initiatives and educational programs aimed at promoting financial literacy. He believes in empowering individuals with the knowledge and skills necessary to make sound financial decisions, regardless of their background or experience.

About Us: Oakwood Summit offers defined benefit plan consulting for privately held businesses. Our plan designs integrate with a businesses existing 401k, which allows high income owners to receive an additional six figures in annual tax deductions and an additional seven figures in retirement savings within 5 to 10 years. At retirement, plan assets can be converted into a perpetual retirement income stream to replace an owner’s wages.