David owns DP Financial & Tax Inc., Financial Builders LLC, and is an Investment Advisor Representative. In addition to being an accountant, David has 22 years of business consulting experience. He and his team have been providing families and businesses across the U.S. the tools and expertise they need to succeed. His exceptional accounting and wealth management knowledge allow Legacy Wealth Management clients the unique opportunity to work with a strategic tax planner and an esteemed portfolio manager. His has developed a process that helps clients analyze risk, attain goals, accumulate wealth, build businesses, avoid tax, and assure transfer of estates according to their personal needs.
His received his degree in accounting from ORU in 1990 and is on the board at Harvest House Ministries that helps the underserved in Tulsa.