Dave is the co-author of Asset Management Plan and Business and Estate Asset Review and authored A Quick Reference Guide to the 1986 Tax Reform Act, Longman Publishing. He has been quoted in Barron's, The New York Times, National Underwriter and Best's Review. His article on trusts was published in Investment Advisor. Dave was a member of the first advisory board for Commerce Clearing Houses' Estate and Financial Planning service. He was president of the Hartford CLU Chapter and recently served on the Board of the Hartford Estate and Business Planning Council. He taught the Masters program in Advanced Estate Planning for the American College. He chaired the American Society's Financial Counseling Section and was a member of the American Society's National Board from 1994 to 1997. He chaired the Board Certification Task Force. He is national chair of the Estate Planning Section for the Society of Financial Service Professionals. He has served on the National Board nominating committee as well as the Journal of Financial Services Professionals editor selection committee. Dave received an AB from Fairfield University and a J.D. from the University of Connecticut School of Law and an LL.M. in Taxation at Boston University School of Law.