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Meet Our Team

Our Team

David T. Murray, CPA CGMA

Mr. Murray has nearly three decades of experience working with companies and individuals to solve tax, accounting, internal operating, and corporate governance problems. He prepares and reviews individual, partnership, and corporation income tax returns. He also provides specialized accounting and CFO services to privately-held businesses and their owners and executives.

Working with individuals and closely held businesses, Dave focuses attention on planning opportunities to minimize personal and corporate tax liabilities. He acts as a liaison between the firm’s clients and their wealth management and financial planning teams to support the overall financial objectives of our clients.

Dave served on the Board of Directors of Zandex, Inc., GetProof.com, Inc, and Appletree Homes. He also served on the Heart of Ohio Girl Scout Finance Committee, and the Private Industry Council of the Central Ohio Rural Consortium.

He holds a Master’s and a Bachelor’s Degree in Accounting and is a Certified Public Accountant in California, and Georgia. He also holds the designation of Certified Global Management Accountant given by the American Institute of Certified Public Accountants.

Favorite Quote “Do or do not, there is no try.” Master Yoda