Broker Check
David Boekeloo JD, MST, CFP®, CLU®, ChFC®, AEP®

David Boekeloo JD, MST, CFP®, CLU®, ChFC®, AEP®

Of Counsel

Mr. Boekeloo is a tax attorney who has provided tax and legal consulting services to financial advisors, certified public accounts, various financial institutions, and attorneys for over 20 years. His expertise is in estate and income tax planning for high net worth individuals, business succession planning for owners of closely-held businesses, and executive benefit solutions for key employees of publicly and privately held companies. His consulting services include meeting with clients, reviewing legal documents, and collaborating with clients’ tax and legal advisors. 

Mr. Boekeloo has a law degree (JD), a Masters in Taxation (MST), is a Certified Financial Professional (CFP), a Chartered Life Underwriter (CLU), a Chartered Financial Consultant (ChFC), and an Accredited Estate Planner (AEP).  He has written several scholarly articles on various tax and estate planning subjects and speaks widely at legal, tax, and industry conferences.