David is an attorney, consultant, author, and frequent public speaker. He has over 30 years of active practice experience in the areas of income tax planning, charitable planning, business planning and wealth transfer planning. David has significant experience planning for Ultra-High-Net-Worth Families and Individuals.

David engages with individuals, families and business owners develop and implement plans to achieve their unique goals and objectives by working with them discover and build a plan to implement their "Enlightened Dreams" for themselves, their loved ones, their philanthropic passions and their communities.

David has attained the highest professional ranking (AV) by Martindale-Hubbell, has a Masters in Taxation from the University of Florida College of Law and is a member of the Sarasota County and Florida Bar Associations (Sections on Business Law, Tax Law, Real Property and Trust Law).

David is a co-author of Protect and Enhance Your Estate published in 2012 by McGraw Hill. He has been quoted in national newspapers, magazines and appeared as a guest on a number of radio talk shows.

David has spent over five years as the Director of Philanthropic Strategies and Planned Giving at Brown University. Where he worked collaboratively with the Brown Planned Giving Team and the entire Advancement Office to help execute the strategic planned giving vision by helping donors develop and achieve their charitable and financial goals and dreams. 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.