Professional Profile

Dave has wide-ranging, specialized experience in tax planning and compliance, startup services and consulting, and accounting services.  As a tax partner and leader of the firm’s startup practice, Dave particularly enjoys working with entrepreneurs and emerging companies by helping them raise capital, structure their businesses, implement accounting systems, and minimize their tax burdens. Dave is a member of the firm’s CARES Act Research and Response Team and advises clients around the latest legislation on COVID-19 relief, including the Paycheck Protection Program. He also advises individuals, family and closely-held businesses, as well as their owners, on tax-saving strategies and tax planning. Dave works with technology and software companies,  manufacturers, distributors, and commercial real estate companies. Dave was named the youngest 2016 40 Under 40 by the St. Louis Business Journal.

Education & Certifications

• B.S., Aviation Technology, Minor in Accounting, University of Central Missouri Honors College, Warrensburg, MO
• M.B.A., Webster University, St. Louis, MO
• Certified Public Accountant (CPA), State of Missouri
• Chartered Global Management Accountant (CGMA)

Professional Organizations

• Missouri Society of Certified Public Accountants (MOCPA)
  • Other Qualified Professionals Task Force
  • Legislative and Government Advocacy Committee
• Missouri Society of Certified Public Accountants (MOCPA), St. Louis Chapter
  • Chair (2015-2016)
  • Chair-Elect (2014-2015)
  • Co-Chair, Professional Learning and Networking Task Force (2014-2015)
  • Co-Chair, Taxation and Other Emerging Issues Task Force (2012-2014)
  • Young Professionals Network
• American Institute of Certified Public Accountants (AICPA)
  • Legacy Scholars Coach
• The Rainmaker Academy

Community Leadership

• Friends of Arch Grants
  • Board Member (2013 – Present)
• Imerman Angels
  • Mentor Angel, Cancer Mentor
• Testicular Cancer Society
  • Director
• University of Central Missouri School of Accountancy Advisory Board
  • Board Member
• St. Louis Men’s Group Against Cancer
  • Board Member