Principal
David has over 20 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 specializes 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 from the University of Texas at Austin and his J.D. degree from the George Washington University National Law Center.
Call David at (860) 284-6880
