David Klopfer

David is a Shareholder and a leader of the firm’s Financial Services Industry Group. He handles all aspects of the professional services he provides to his clients and strategically manages the significant responsibilities of those relationships. Annually, Dave signs dozens of audit and consulting reports and is uniquely experienced in providing high-quality deliverables. From accounting and tax services to regulatory compliance and risk assessment, Dave has amassed a significant and experienced background.

Dave is skilled at performing Surprise Custody Examinations for RIAs to ensure compliance; he oversees this service for the firm. He is also well-versed in employee benefit plan audits. But most importantly, Dave loves client interaction and consultative relationships. He is passionate about making your organization the best it can be. Dave’s clients often remark how they appreciate his approachability, availability, and vested interest in their organization.