David Woodson, MBA, CFP®, EA

David began his career as a Research Analyst at an institutional consulting firm on Wall Street in New York City. He would later become an Account Manager at the firm, where he would help consult on institutional assets in excess of $25 billion in his position.  After nearly three years at this consulting firm, in the wake of COVID-19, he moved back to his home state of Washington and joined Laurus Wealth Management. As a Wealth Advisor with Laurus, David specializes in retirement planning, risk management, estate planning, and tax consulting. 

David graduated from Clark College with an Associate of Arts degree in 2014 through the Running Start program and now serves on their Alumni Board on the Scholarship and Alumni Engagement committees. He continued his education at Gonzaga University where he graduated with a Bachelor’s in Business Administration (BBA) in 2016 and a Master’s in Business Administration (MBA) in 2018. Both degrees had a concentration in Finance.

He is also a Voting Member on the Estate Planning Council of SW Washington, which is a group comprised of attorneys, tax professionals, and financial planners that meet several times a year to discuss legislation pertaining to tax and estate laws.

Additionally, David is a Managing Partner at LWM Tax Services LLC, which is a separate business entity focused on tax preparation and consulting.

David holds his Financial Industry Regulatory Authority (FINRA) Series 7, Series 66, and insurance producer licenses with LPL Financial. David also maintains the following professional designations through their respective issuing bodies:

• CERTIFIED FINANCIAL PLANNER™ (CFP®) – CFP Board
• Enrolled Agent (EA) – The Internal Revenue Service

David has previously held the following professional designations, but he has allowed them to lapse:

• Chartered Financial Consultant (ChFC®) – The American College of Financial Services
• Accredited Investment Fiduciary (AIF®) - Fi360
• Certified Plan Fiduciary Advisor (CPFA®) – National Association of Plan Advisors

David grew up in Camas and went to Camas High School. Today, David resides in Northern Vancouver. In his free time, he enjoys reading, playing chess, and cheering on the Gonzaga basketball teams. He also enjoys hiking in the Columbia River Gorge and boating on Lake Merwin in the summer with his family.