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David Lester

A smiling man with a shaved head and beard, wearing a dark suit, white shirt, and gray tie, is centered in a circular blue and gold border on a gray background.
David Lester is a seasoned operations and strategy leader with over 25 years of experience driving business transformation across legal, technology, and retail sectors. He specializes in optimizing performance through data-driven decision-making, process innovation, and cross-functional alignment. With a background in accounting and information systems, he brings both financial and technical insight to every challenge. David is deeply committed to creating a seamless experience behind the scenes so that every client feels supported, valued, and confident in the care they receive.

Recent Blog Posts

Opportunity Zones: A December 31 Deadline and a Rebuilt Program

Two things are happening in the Opportunity Zone world at once, and investors who conflate them will make expensive mistakes. Deferred gains from investments made under the original program are recognized on December 31, 2026 — meaning tax comes due on income you...

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