Designations and Licenses
David is an Enrolled Agent with the IRS.
Experience and Education
David focuses on tax planning and compliance for high-net-worth individuals and their closely held entities. He manages the compliance and planning needs unique to each client.
Since joining Mariner Wealth Advisors, David has held progressive roles at the firm, including tax intern, tax associate, senior tax associate and tax manager.
David has a bachelor’s degree in accounting from Oklahoma State University.
Away from the office, David enjoys “road trip” vacations and playing baseball in a local summer league.