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Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!
Great service and very patient as I asked several questions. Steven answered all my questions and helped me make the right decision in my subscription purchase. Thank you.
It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.
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David joined Monterey Wealth in March 2018 as a Wealth Advisor. Prior to joining Monterey Wealth, he gained six years of finance, audit, and consulting experience at Triage Consulting Group. His experience in consulting brings a client-first approach to help address complex needs and provide strategies.
David earned his Bachelor of Science in Business Administration at the Georgia Institute of Technology where he was a member of the Jackets baseball team. David was drafted after his junior year where he played three seasons in the Houston Astros organization. He completed his degree during the offseason in 2011.
David earned the CERTIFIED FINANCIAL PLANNER™ designation in 2018. David and his wife Ashley live in Midtown Atlanta and enjoy travelling internationally and discovering new restaurants around the Atlanta area.
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