Best Part of My Job
Dave joined Cornerstone Advisors in 1997, and has more than 20 years of experience in finance, investments and accounting. He enjoys freeing clients from the complexities and responsibilities that come with significant assets, and helping them to reclaim their time so they can focus on their priorities. Prior to joining Cornerstone, he served as a CPA for Simpson Investment Company's international operations and as a CPA for Ernst & Young.
Three Words That Best Describe Me
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Dependable
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Trustworthy
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Knowledgeable
My Clients Include
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Foundations and Endowments
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Wealthy individuals and families with complex financial needs
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Senior Executives
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Entrepreneurs
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Physicians and Dentists
Practice Emphasis
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Risk mitigation and optimization strategies for qualified plans, including Foundations, Endowments, Defined Benefit Plans, Profit Sharing Plans, 401k Plans, Roth IRAs and IRAs
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Concentrated stock and stock option strategies
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The design of customized portfolios comprised of complementary assets
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Real estate and private equity investment strategies
Ongoing Results
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Managing downside portfolio risk for clients
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Helping non-taxable entities and families achieve their goals
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Designed and structured portfolios for optimal returns while minimizing taxes
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Evaluated benefits and directed successful exit strategies for retiring executives
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Managed business exit strategies to help maximize personal wealth upon sale of a business
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Directed successful generational wealth succession strategies for families
Education
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University of Washington, BA in Accounting and Finance
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Certified Public Accountant (CPA)
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Chartered Financial Analyst (CFA)
Professional and Community Activities
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Cornerstone Advisors Investment Policy Committee
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Washington Society of Certified Public Accountants
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The CFA Institute
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Shareholder of Cornerstone Advisors
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Dave was recognized as a FIVE STAR Wealth Manager Best in Client Satisfaction in 2010, an annual honor bestowed upon select Seattle wealth managers
Where To Find Dave When He Is Not At Work
Dave enjoys traveling, riding his bike to work and entering
the occasional triathlon. He's also actively involved in a charity serving individuals in financial crisis.
The Cornerstones of Dave's Life: His family and his faith.
Best Part of My Job