Advanced Planning Consultant - Advanced Planning
David joined Commonwealth in March 2018 as an advanced planning consultant. In this role, he provides financial planning support for advisors, including estate, trust, charitable, education, business, and social security planning strategies. Prior to Commonwealth, David was in private practice for eight years in Massachusetts and Southern New Hampshire. He has prior experience representing individuals and companies in bankruptcy, as well as engaging with many other general practice areas. Over the past few years, he has exclusively practiced in the areas of elder law and estate planning and administration. David graduated with a BA from the University of Massachusetts Amherst and earned his JD at the Massachusetts School of Law. He is admitted to the Massachusetts and New Hampshire bar, as well as the U.S District Court, District of Massachusetts, and the U.S District Court, District of New Hampshire. David is an avid Boston sports fan. In his spare time, he enjoys working out, golfing, traveling, taking long walks around Somerville, and spending time with his family and friends.