David Theiss, CPA, CFP®

David Theiss brings over twenty-five years of extensive experience in the financial industry, specializing in tax planning and investment management. His diverse background in financial services, including roles such as relationship manager, tax planner, and wealth advisor, equips him with a unique perspective and robust knowledge base. This extensive experience ensures his competence and reliability in serving his clients, building lasting relationships, and fully understanding their unique needs. David takes great satisfaction in delivering simple solutions to complex financial challenges.

David earned his Bachelor’s Degree in Legal Administration from The University of Toledo and a Master’s Degree in Finance and Accounting from the University of Maryland UC. He is also a certified public accountant and a certified financial planner.