David Lehmann

David Lehmann is a seasoned financial professional with extensive experience in financial planning and tax services. Currently a partner at Geller & Lehmann, LLC since March 2003, David focuses on providing holistic financial planning for clients, integrating personal objectives with comprehensive analytics and tax strategies. As co-founder of The Family Financial Group and managing member of Lehmann + Company, LLC, David has played a pivotal role in catering to affluent families and businesses since April 1996. Prior experience includes serving as a partner at Cooper & Lehmann, LLP until December 2022 and working as tax staff at EY, where responsibilities included tax preparation for high net worth individuals. Early career experience as finance manager at Greenspring Computers further solidified David's financial expertise. David holds a BA in Psychology from Yeshiva University and has pursued additional education at Golden Gate University and the University of Baltimore.