In addition to working with individuals and a variety of small- to medium-sized businesses in the areas of taxation and financial planning, Dave serves as executor, trustee and conservator for many of his clients. He uniquely combines a wealth of technical expertise with a caring, personal approach that is responsive to the needs of his clientele.

During his career in public practice, Dave has held several positions of leadership in the community, including President of the Pasadena Y's Men, Pasadena Quarterback's Clubs and Oakmont Country Club, Director of Southern Californian American Baptist Men, and Finance Chairman of the Pasadena University Club. He also serves on the Advisory Board of the Pasadena Community Foundation and the USC Athletic Board of Counselors.

Dave's professional memberships include the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants. He served as Chairman of the Practice Management Committee for Los Angeles CPA's, Western Association of Accounting Firms and as a California CPA Society State Director. He authored articles for the Journal of Accountancy and was Editorial Advisor for The Practicing CPA.

Dave earned his Bachelor of Science degree in Accounting at the University of Southern California.

E-mail: dwerbelow@mwco.com