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In 1982, David graduated from Western New England University in Springfield MA, with a BS Degree in Accounting And Finance. He has been located in The Sun City area since 1988.
Yolanda Rivera - Accounting and Payroll Specialist
Sandie Locklear - Secretary/Receptionist
Mary Seltzer - Administrative Assistant
Elma Velasquez - Accounting Assistant and Tax Preparer
Becky French - Tax Preparer
Marty Lambert, CPA - Tax Preparer
Dennis Lord - Tax Preparer
Wantanee Prescott - Tax Preparer
Jack Messerlien - Tax Prepareer
David helps his clients with financial, retirement and income tax planning while each client receives a personal, specific and customized approach to improving their finances.