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Lexington, KY
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Direct Line: 859.425.7782
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Senior Wealth Advisor
David has more than 30 years of public accounting experience, during which time he has performed a variety of audit, tax, and business consulting services for clients in multiple industries. Fore more than 15 years, David spent nearly all of his time performing business valuations and a variety of advisory services for individuals and corporate clients. David currently spends most of his professional time serving as a Senior Wealth Advisor for Dean Dorton Wealth Management, a registered investment advisory firm that is an affiliate of Dean Dorton.
He provides clients with comprehensive wealth management services, assisting them with retirement savings and spending strategies, investment consulting, portfolio management, integrated income and estate tax planning, and a host of other financial planning services.
David has valued companies engaged in the coal, oil and gas, construction, manufacturing, transportation, equine, healthcare, banking, and wholesale distribution industries. He has also valued a variety of retail establishments (including restaurants), service businesses, and holding companies owning real estate, marketable securities, closely-held stocks, and other assets. In addition, David provides various tax and consulting services to companies engaged in the construction industry.
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