David is an owner in Mainsail Advisor Group, LLC, and leads the firm’s office in Harvard, Massachusetts along with his support staff. Prior to joining Les and Robert Jesson at Mainsail, David is the founder of Alexander Advisors, an accounting and financial advisory firm providing tax, business consulting and wealth management services to a diverse group of clients for over 30 years.
David received his Bachelor of Science degree in Accountancy from Bentley College in 1982, his Master of Science degree in Taxation from Bentley in 1989, and became a CPA in 1986.
In addition to being a CPA, he is a Personal Financial Specialist (PFS) and CERTIFIED FINANCIAL PLANNER™ professional. David is a General Securities Broker and Investment Advisor Representative with his Series 7, Series 66, and is licensed to offer various insurance solutions.
David is a member of the American Institute of Certified Public Accountants, Massachusetts Society of Certified Public Accountants and is active in several community events and boards.
Insurance services offered through an Avantax affiliated agency.