David brings estate planning insight from roles inside the legal, financial, and tech industries. Before his role as VP of Estate Planning at Carson, he was Senior Corporate Counsel at Wealth.com, and Team Lead, Advanced Planning at Commonwealth Financial Network®, Member FINRA/SIPC. Before that, he was in private practice as an estate planning attorney. A frequent speaker and published thought leader, he has been featured in Michael Kitces’ Nerd’s Eye View, the Journal of Financial Planning, and InvestmentNews. He is a graduate of UMass 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, Court of New Hampshire. He is also a Certified Private Wealth Advisor® practitioner.