Exit Planning Strategist, LPL Financial
David brings more than 30 years of experience helping business owners and successful families navigate the complex decisions that come with succession planning, wealth transfer, and business exits. His expertise strengthens Olson Wealth Group’s commitment to align every client’s values, vision, and Inspired Life goals with practical, tax-efficient strategies.
David collaborates with Olson Wealth Group to strategize with business owners who are asking the critical questions:
“What do I need to do first?”
“How do I minimize taxes before, during, and after a sale?”
“What is my business really worth — and how does that fit into my personal goals and legacy?”
In partnership with Olson Wealth Group, he builds a step-by-step roadmap to prepare owners for transition — from the earliest planning stages through to sale and life after. Acting as a quarterback alongside the Olson Wealth Group team, he brings in the right mix of expertise so that clients have coordinated guidance every step of the way.
Education & Credentials
B.A., University of Rochester
J.D., Western New England University
LL.M., Boston University
Management Certificate, Harvard Business School
