David Washburn

CFP®, CPA

President

David Washburn joined Washburn Capital in 2005 and works directly with clients while managing portfolios and overseeing client service across the firm.

EDUCATION

Messiah College

Grantham, Pennsylvania

B.S. in Accounting

PRIOR EXPERIENCE

Sullivan & Company CPAs LLP

13 years in public accounting

Audit Manager for distribution, real estate, manufacturing, and retail clients

Planned, supervised, and reviewed compliance engagements

WASHBURN CAPITAL

Joined the firm in 2005.

Builds client relationships, manages portfolios, and oversees client service across the firm.

CREDENTIALS

CFP® — Certified Financial Planner™

Certified Public Accountant

CPA in Florida and Rhode Island

AICPA Member

Investment Advisor Representative

Series 65