Hailing from Syracuse, New York, David graduated from LeMoyne College with a B.S. in business administration and from the State University of New York Oswego with an M.S. in education. With his extensive background in education, David joined Simmons Financial to help educate clients in the areas of personal finance and to provide them with the tools needed to attain their goals.
David holds the designation of Enrolled Agent (EA) awarded by the Internal Revenue Service. An EA is a tax professional who has earned the privilege of representing taxpayers before the Internal Revenue Service by passing a three-part comprehensive IRS test covering individual and business tax returns. David enjoys preparing federal and state filing forms for clients, as well as being our in-house resource to answer your questions throughout the year. His federal preparer tax identification number (PTIN) is P02278229.
In his role, David also assists our clients with insurance related matters; including Medicare and retirement income. David is also our in-house resource for Medicare in Vermont. He is appointed with Aetna, Humana, United Healthcare, Vermont Blue, & Wellcare.
As a retired educator himself, David found a niche working with local schools: helping their faculty and staff with their 403(b) retirement plans.
David resides in Bennington, Vermont with his wife and daughter. He is an avid college sports fan, following the football and basketball programs at Syracuse University.
David is insurance licensed in Vermont.