CPA, PFS, CFP. CMA
Senior Wealth Advisor
Dave draws upon his public accounting experiences and strong tax and finance background when serving clients. Dave began his career in financial services in 1991 after graduating from University of Rochester with an MBA in Finance and Entrepreneurship. Dave earned his Bachelor’s degree in Accounting/Economics from State University of New York. Dave founded Mirsky Financial Management Corporation in 1999. With a highly focused eye for detail and a methodical and thorough approach to financial planning, Dave is keenly attuned to identifying opportunities for his clients to generate and accumulate wealth. Dave provides expertise in tax-efficient strategies for corporations, partnerships, sole proprietorships, and families who own closely-held entities. Dave has two adult children and coaches’ youth baseball as a volunteer and enjoys an occasional round of golf.