David Miller, CPA

Director, Tax Planning & Preparation

Designations and Licenses

Dave is a Certified Public Accountant.

Experience and Education

Dave provides tailored tax planning and consulting services to help clients achieve their goals. He also assists them with tax preparation and filings and various accounting functions. Prior to Mariner Wealth Advisors, Dave was a partner with David G. Miller & Associates, LLC a CPA firm specializing in income tax planning and preparation for individuals, their families and related businesses. Prior to that, he worked in the Price Waterhouse tax department for 19 years.

Dave has a bachelor’s degree in accounting from St. Bonaventure University.

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