Dave’s Biography & Credentials
“My personal philosophy for client success is two-fold. First, I take a sincere interest in my clients’ businesses to demonstrate my commitment to helping them succeed. Secondly, I strive to never stop learning so I may extend my knowledgebase and ultimately serve my clients at an even higher level.”
Dave joined Leone, McDonnell & Roberts, Professional Association in 2002 and was invited to become a partner in 2008. He specializes in serving closely-held businesses and primarily works with those in the manufacturing, distribution, construction and personal support services industries. Dave is also heavily involved with the not-for-profit sector. He has a knack for coordinating both the business and personal needs of his clients, creating customized plans to help achieve their specific goals.
Though he is not a teacher by trade, Dave enjoys sharing his knowledge with clients, colleagues and those throughout the community. More specifically, he oversees Leone, McDonnell & Roberts’ continuing professional education (CPE) training, helping develop and advance the technical skills of the firm’s staff.
Prior to joining Leone, McDonnell & Roberts, Dave served as a manager at regional CPA firm Cummings, Lamont & McNamee, P.A. There he provided comprehensive accounting, audit and tax services for closely-held businesses and not-for-profit organizations. Dave’s other previous roles include Internal Audit Process Manager at The Timberland Company, Audit Senior at PricewaterhouseCoopers and Division Accounting Manager at USS/Kobe Steel Company. He began his career at accounting firm Hill, Barth & King LLC following his college graduation.
Dave initially developed an interest in accounting during college and was particularly inspired by one of his professors. He went on to major in the subject and has not looked back since. Today Dave attributes his success to his dedication to the accounting profession and the personal attention he provides to his clients.
Dave grew up in Pittsburgh, Pennsylvania and currently resides in Lee, New Hampshire. He and his wife, Kiersten, have two daughters. In his free time, Dave’s hobbies include golf, fly fishing, snowboarding, racquetball and hunting.