David is a Managing Partner at Mainsail Advisor Group, LLC, and leads the firm’s office in Harvard, Massachusetts. David is also the founder of Alexander Advisors, an accounting and financial advisory firm providing tax, business consulting to a diverse group of clients for over 30 years.
David received his Bachelor of Science degree and Master of Science degree in taxation from Bentley College and became a CPA in 1986.
In addition to being a CPA, he is a Personal Financial Specialist (PFS) and CERTIFIED FINANCIAL PLANNER™ (CFP) 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.