AT SIMON LEVER
David has served our firm and our clients for more than four decades. Formerly a Simon Lever Partner, David now supports team members by lending his expertise in complex areas like business valuation, business financing, intergenerational planning, and mergers and acquisitions.
He had the honor of working alongside founder Simon Lever. David credits Mr. Lever with instilling the core values that have made our firm a valued advisor for generations of South Central PA individuals and businesses. Today, he sees those values still at work, helping clients achieve their goals and become more successful.
PERSONAL
Dave enjoys spending time with his wife and family, including his young grandchildren.
A Baltimore native, he still follows his Orioles and Ravens. Dave also indulges his creative streak in his woodcarving workshop, where he handcrafts toys and other projects.
PROFESSIONAL & BUSINESS AFFILIATIONS
- Pennsylvania Institute of Certified Public Accountants
- American Institute of Certified Public Accountants
- Lancaster Chamber of Commerce
EDUCATION
- Bachelor of Arts in Biology, University of Maryland
PROFESSIONAL CERTIFICATIONS
- Certified Public Accountant (CPA)
- Accredited in Business Valuation (ABV)
How About a Coffee?
We know that everyone has unique challenges and goals.
Let’s chat so we can understand yours.
