David Wilson CPA

David is a Certified Public Accountant and Certified Financial Planner with over 33 years of experience in the accounting and tax profession. He began his career as a staff accountant for a local mid sized manufacturing company and was progressively promoted through financial management positions for Fortune 500 companies for 15 years prior to founding the firm nowknown as Trinity Wealth Management. For the past 20 years David has been in private practice, specializing in financial planning, tax planning, small business consulting, charitable giftplanning, and family wealth preservation. His primary focus is on understanding each client’s unique circumstances and future needs. Based on that understanding, a plan is prepared toaccomplish the financial security the client desires. Every effort is used to communicate complicated financial matters to the client in a way that is easily understood.

Monday through Friday: 8am-5:30

Saturday - upon request

By Appointment:

* Weekdays

* Weekends