David is a licensed certified public accountant with nearly two decades of experience. David oversees Strathmore Capital’s tax preparation and in-depth planning services.
David is a lifelong North Carolinian and has called Charlotte home for the past eighteen years. Prior to joining Strathmore Capital Advisors, David spent some time with a public accounting firm in uptown Charlotte before transitioning into the world of corporate tax. Most recently, he was the Vice President of Tax at BWX Technologies, Inc., located in Charlotte’s Ballantyne area. David holds a BS in Business Administration and a Master of Accounting degree, both from the Kenan Flagler Business School at UNC-Chapel Hill.
David resides in the Providence Plantation neighborhood of south Charlotte with his wife, two children, and goldendoodle. Aside from enjoying the chaos inherently associated with having two young and active kids, David loves to spend time visiting and hiking/camping in the mountains of western North Carolina.