David is a dual-qualified CPA and tax attorney, offering specialized business and tax advisory services to both high net worth families and businesses. With a unique blend of expertise, David crafts and executes comprehensive strategies aimed at propelling businesses and supporting the long-term financial goals of families. From business sales and generational planning to navigating tax complexities and start-up guidance, David delivers the experienced insight needed to define and reach your objectives.

David was a solo practicing tax attorney for fifteen years before deciding to embark on forming LN Advisory. After creating many complex estate plans and being involved with estate plans created by others, David saw firsthand the needs to families and their fiduciaries to have a better option of managing their long-term family financial goals. David understands that long-term estate planning needs advisors that are likewise focused on the long-term in order to for families to successfully transition wealth to future generations. David sought to create a team that could assist him with this goal culminating in the creation of LN Advisory.

David enjoys hiking, camping, hunting, fishing, and all things outdoors. He and his wife, Lindsey, have three children, and live in Jackson.

David is admitted to the MS and AL Bars.