Hi, I am David.

Thank you for being interested in connecting with me. Here is a little bit more about myself:

• Currently a Multi-family office CFO for clients ranging from $5m-$1B+

• I focus in accounting and tax planning for individual and business

• I myself am invested in Real Estate, Oil & Gas, AI Software Development

• I've been a believer my whole life and thing about God deeply and thoughtfully

How I add value to your audience:

1. Practical not theoretical

2. Challenge peoples thoughts about money and what their paradox tensions are: scarcity vs abundance, giving vs saving, growth vs static

3. Open people up to more awareness on how money works as it scales and grows for high income earners.

4. Seamlessly intertwine my faith and work to encourage & help people grow either intellectually in the way they think about money and the Bible

5. Strategies they can implement to help them be more efficient in their money flow.

If you are open to seeing if we are a good fit, set up a time with me and we can connect.

Thank you!

D