David is the Chief Financial Officer for Life Care Advocates, LLC and Guardians Advocates.  Philip-Rae + Associates, C.P.A.’s. David began his career with the Philip-Rae group in 1999 with duties that started out by providing support to Accountants with payroll, accounts payable, bookkeeping services, computer networking and I.T. support for office. In June 2003, David was promoted to Accountant. Additional duties included supervision of bookkeeper, individual/corporate/estate/401k tax returns, forensic accounting, auditing, business consulting, and financial statement preparation.

David has been actively involved with the Life Care Advocates and Home Care organization since April 2005. His duties started out by providing accounting support to management including payroll, accounts payable, accounts receivable, and bank reconciliation. Within two years, David was elevated to the position of Controller. His additional duties included contract review/negotiations, supervision of bookkeeper and payroll employees, financial analysis, and financial statement preparation.

In April 2015, David was promoted to Chief Financial Officer. In addition to his Controller responsibilities, David took on added duties that included additional supervision of office employees, financial reporting to ownership, and input on direction of business model.

David is a Graduate of Wheaton Warrenville South H.S. He successfully graduated high school in 3.5 years with 20 college credits with a concentration in accounting, business, and computer technology. He then entered college and is a 2003 graduate of North Central College with a B.A in Accounting and B.A. in Finance. David currently has 27 semester hours remaining towards completion of an M.B.A.

Other Business Related Information:

David has gained extensive experience with Guardianships (both estate and person). David has extensive primary accounting experience in the areas, where Guardian Advocates is appointed as Guardian of the estate, or as Power of Attorney of Property. David leads a highly qualified team of CPA’s that specialize in bill paying, tax preparations, Forensic Accounting, and estate inventory.

And additional experience with I.T. and computer networking; Microsoft and Apple product platform, software, and operations. David is adept in many programs including Sage, Quickbooks, Creative Solutions, Yardi, Ultra Tax, Lacerte, and various other industry software programs.