David Burnett, CPA, CFP, CEPA, is currently the Managing Director at CBIZ, where they provide expert guidance on complex financial, tax, and strategic matters. Previously, from 2007 to 2023, they served as a Principal at Somerset CPAs & Advisors, specializing in mergers and acquisitions as well as advising high-net-worth families. David is a graduate of Indiana University, holding degrees in business with a concentration in finance and a master's in accounting. Their extensive experience spans various industries, including healthcare and technology, solidifying their reputation for delivering tailored, value-driven solutions.
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