Dave is a Managing Director in our Phoenix office serving in the financial services division. He has r 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, and Medicaid contract health plans.
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, New Market Tax Credits, and interest rate swaps. He is a member of the CBIZ & MHM National Not-For-Profit Resource Group.