David Wilson CPA

Certified Public Accountant

David is a Certified Public Accountant and Certified Financial Planner with over 33 years of experience in the accounting and tax profession. He began his career as a staff accountant for a local mid sized manufacturing company and was progressively promoted through financial management positions for Fortune 500 companies for 15 years prior to founding the firm now known as Trinity Wealth Management. For the past 20 years David has been in private practice, specializing in financial planning, tax planning, small business consulting, charitable gift planning, and family wealth preservation. His primary focus is on understanding each client’s unique circumstances and future needs. Based on that understanding, a plan is prepared to accomplish the financial security the client desires. Every effort is used to communicate complicated financial matters to the client in a way that is easily understood.