David was born and raised in historic Yorktown Virginia. He graduated from Virginia Tech where he studied financial planning through a CFP® board-registered program. David has also earned the professional certification of CERTIFIED FINANCIAL PLANNER® practitioner from the Certified Financial Planner Board of Standards. In addition, he has earned the professional certification of Enrolled Agent (EA). EA holders are licensed by the U.S. Treasury and are the only federally licensed tax professionals with full authority to represent taxpayers at all levels of the Internal Revenue Service (IRS). David has been working for Accruent Wealth Advisors, Inc. since 2015 and brings a variety of work e