Dave Unger is a Tax Manager on the SC&H Financial Advisors team. He primarily focuses on working with families, estates and trusts, high net worth individuals, and related investment entities.
Dave enjoys the time he gets to spend with his clients on a daily basis. He loves being able to build strong, lasting relationships with his clients. He also enjoys having insight into the client’s mindset, being able to anticipate a client’s reaction to certain situations and working through unexpected challenges.
Another aspect of his job he looks forward to is when the clients trust him enough to have real conversations about their goals and concerns, both financial and personal. He says it allows him to be more creative in his planning approach.
He received his bachelor’s degree in Accounting from Towson University in 2012 and became a Certified Public Accountant (CPA) in 2013.
His involvement with the firm includes being a member of SC&H Group’s Tax Efficiency committee. He believes it is important to stay on top of the newest technology as the industry moves towards more automation in the tax preparation process and the Big-4 Firms continue to invest in AI.
When Dave is not at work, he enjoys spending his spare time golfing, hunting, fishing, and playing basketball.
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