David Swanson

Helping Business Owners & Healthcare Pros Save $100K+ in Taxes | Build a 7-Figure Retirement Plan | Advanced Tax Strategy | Cash Balance Plans | Discover Your Custom Timeline to Wealth

Role
Co-founder Managing Partner at Oakwood Summit
Location
Seattle, WA, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About David Swanson

I help physicians, business owners, and high-income professionals optimize their…

Experience

  1. Co-founder Managing Partner

    Oakwood Summit

    Jun 2020 — Present · US

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David Swanson — Co-founder Managing Partner at Oakwood Summit in Seattle, WA, US | Unifers