David has over 14 years of experience working in the design, administration and implementation of qualified and non-qualified retirement plans. He has an extensive legal background relating to IRS and DOL regulations on retirement plans. David assists in the Fiduciary Consulting Services and is involved in managing provider and platform relationships. Prior to being a Principal of PASI, LLC, he was a real estate and venture capital investment consultant.
David received his B.A. degree, magna cum laude, from the University of Texas at Austin, and his J.D. degree, with honors, from the George Washington University National Law Center.
Call David at 860.284.6880