David L. Zahn, CPA, CFP^®

David leads the delivery of investment, planning, fiduciary, administrative, and family office services to a select group of clients with a special interest in family foundations and family philanthropy.

Previously, David practiced as a tax accountant for seven years at regional firms that managed the tax, audit, and general accounting needs of wealthy families and their closely held businesses. He then formed his own tax advisory firm to offer strategic advice and family office services before joining Sentinel Trust.

David is also an instructor in Rice University’s financial planning program and teaches income tax strategy to students sitting for the CERTIFIED FINANCIAL PLANNER™ exam.

Professional Background:

• Managing Member, Smith & Zahn CPAs, PLLC, Houston, TX (2013–2014) – Managed a local public accounting firm to serve the tax and accounting needs of high-net-worth individuals and closely held businesses.
• Tax Accountant, Carolyn Allen CPA, PC, Houston, TX (2010–2013)
• Staff, Maddox, Thomson, & Associates, PC, Houston, TX (2009–2010)
• Staff, Weinstein Spira & Company, PC, Houston, TX (2007–2010)

Professional Organizations:

• Houston Estate and Financial Forum, Board Member
• Houston Business and Estate Planning Counsel, Member
• Texas State Board of Public Accountancy, Member