Partner, Financial Advisor
David arrived in the UK on New Years day 2014 and brought with him fifteen years experience advising private clients and business owners. He attained the U.S. Certified Financial Planner designation in 2007. David specialises in building financial plans for UK based households that include US taxpayers and is tirelessly committed to helping Tanager clients maximise their wealth and achieve their stated goals and objectives all the while navigating the US / UK tax and investment landscape.
David began his career in financial services in 2000. In the last 14 years he has specialised in helping affluent families and business owners make great financial decisions through a comprehensive planning process. Most recently, Dave led a team of financial planners with Commonwealth Financial Group located in Boston.
David completed a BS in Finance at Bentley University in Massachusetts. In 2007, he achieved the Certified Financial Planner™ (CFP®) designation and prior to moving to the UK, he was an active member of the National Association of Insurance and Financial Advisors as well as the Financial Planning Association.
David moved to London with his family. He lives in SW London and is trying to assimilate into a full on British life style while keeping his eye on his Boston sports teams.
David is a Non-Hodgkins Lymphoma survivor and is active in volunteering and fund raising for the support toward the treatment and eradication of blood cancers.