David Klopfer

David Klopfer

513.241.3111Email
Expertise

Professional Summary

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.

Education:

  • Master of Accountancy, Miami University – Oxford, OH

  • BSBA, Accountancy and Finance, Miami University – Oxford, OH

Certifications & Licensure:

  • CPA – State of Ohio

Professional Affiliations:

  • American Institute of Certified Public Accountants

  • Ohio Society of Certified Public Accountants

  • Ohio Banker’s League and Community Bankers Association of Ohio

  • Indiana Bankers’ Association

Community Activities:

  • Heritage Club, Executive Board Member, Greens Committee Chair, Golf Committee Member, Finance Committee Member

  • The First Tee of Greater Miami Valley, Past Board Member

  • President’s Club of Dayton, Ohio, Past Board Member and Treasurer

  • Dor-Wood Optimist Club, Past Board Member and Finance Committee Member