David Blom

CA, CPA, FEA, ICD.D

COO | Advisor

David Blom brings the discipline of a CA and CPA together with his FEA and ICD.D credentials, giving families a clear-eyed view of the numbers and the boardroom alike. As COO he keeps the firm running so advisors can focus on the work, and he is most at home helping owners structure governance that holds up across generations.