David was born and raised in Southern New England. He has lived in Sarasota since 1991. He focuses his practice on helping individuals, families and business owners develop and implement plans to achieve their unique goals and objectives.
Individuals, families and business owners have different planning needs. Each will be concerned with bringing order to their affairs as well as passing on to loved ones their goals, values, and passion for life's important matters.
Families who are members of the great American middle class need to protect their hard-earned assets, to take advantage of planning available under existing tax laws, and to create opportunities for their children and grandchildren. Affluent families must concern themselves with the same issues, as well as the stewardship of their wealth, their enduring significance and impact on society, and the responsibilities they wish to pass on to their family members.
David looks forward to working collaboratively with other attorneys, CPAs, financial advisors, and insurance professionals to serve the specialized planning needs of individuals, families and business owners.