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LICENSED IN:
Texas
Oklahoma
EDUCATION:
University of Iowa
Bachelors of Business Administration – Accounting
CERTIFICATIONS:
Certified Public Accountant (CPA)
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EXPERIENCE
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AREA OF FOCUS
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AFFILIATIONS
David has been with LGT since 1987 and has more than 35 years of experience in public accounting, predominantly in the not-for-profit arena. He is responsible for accounting and tax services for a number of organizations and businesses, including retirement plan audit services. His diverse auditing skill includes, but is not limited to, audits of financial statements for not-for-profit organizations, privately-owned companies, employee benefit plans, and SEC registrants. David also provides advisory services related to designing, implementing, or critiquing internal control and financial reporting systems and preparing forecasts and projections.
Associations
Cultural Arts
Employee Benefit Plans
Foundations
Not-for-Profit
Private Schools
Real Estate
SEC Reporting and Filings
American Institute of CPAs (AICPA)—Member
Texas Society of CPAs (TSCPA)—Member
Fort Worth Chapter of TSCPA—Member
Fort Worth Not-for-Profit Study Group—Planning Committee Member
Dallas Social Venture Partners—Partner (audit committee)
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EXPERIENCE
David has been with LGT since 1987 and has more than 35 years of experience in public accounting, predominantly in the not-for-profit arena. He is responsible for accounting and tax services for a number of organizations and businesses, including retirement plan audit services. His diverse auditing skill includes, but is not limited to, audits of financial statements for not-for-profit organizations, privately-owned companies, employee benefit plans, and SEC registrants. David also provides advisory services related to designing, implementing, or critiquing internal control and financial reporting systems and preparing forecasts and projections.
-
AREA OF FOCUS
Associations
Cultural Arts
Employee Benefit Plans
Foundations
Not-for-Profit
Private Schools
Real Estate
SEC Reporting and Filings
-
AFFILIATIONS
American Institute of CPAs (AICPA)—Member
Texas Society of CPAs (TSCPA)—Member
Fort Worth Chapter of TSCPA—Member
Fort Worth Not-for-Profit Study Group—Planning Committee Member
Dallas Social Venture Partners—Partner (audit committee)