Dave is a Managing Director in our Phoenix office serving in the financial services division. He has over 20 years of experience working in public accounting and directs the Arizona healthcare, insurance and not-for-profit industry practices. Dave specializes in providing audit and advisory services to a wide variety of healthcare, insurance and not-for-profit organizations.
Dave’s healthcare experience includes physician practices, hospitals, clinics, behavioral health organizations, federally qualified health centers, long-term care facilities, imaging centers and a variety of healthcare joint ventures, many of which are backed by private equity.
Dave’s insurance experience includes working with life, health property and casualty, medical malpractice insurers and sureties, as well as a variety of captives. Dave’s health insurance clients include commercial insurers, Medicare Advantage plans, health insurance exchange plans, Medicaid contract health plans and the Arizona Medicaid program (AHCCCS).
Dave’s not-for-profit experience includes working with voluntary health and welfare organizations, professional associations, arts and cultural institutions, religious organizations and foundations. Dave also has significant expertise working with the statutory accounting principles, Uniform Grant Guidance, tax-exempt bond offerings, LIHTC projects and interest rate swaps. He is a member of the CBIZ & MHM National Not-For-Profit Resource Group.
Masters in Professional Accounting - University of Texas at Austin
Bachelor of Science in Accounting - Arizona State University.
American Institute of Certified Public Accountants (AICPA)
Arizona Society of Certified Public Accountants (ASCPA), Not-For-Profit Steering Committee Member
Healthcare Financial Management Association (HFMA)
Insurance Accounting and Systems Association (IASA)