Broker Check
David Dye

David Dye

Certified Estate Planner

Bringing over 40 years of tax and financial planning experience to Colonial River, David R. Dye specializes in domestic and international income tax and asset preservation planning.  David is a graduate of Valparaiso University with a BS in Business Administration, and Certified Estate Planner.  He is a member of the American Institute of Certified Public Accountants (AICPA), a licensed insurance consultant, and General Securities Registered Representative for LPL Financial.

Understanding the value of serving within the community, David is a member of the American Institute of Certified Public Accountants (AICPA), a member of the Virginia State Chamber Tax Committee, and Chesterfield Chamber Government Relationship Committee.

Clients of David Dye include individuals, business owners and employees.  The services offered include tax-advantaged issues including taxes, investments, IRA and 401k plans, employee stock options, mutual funds, college financial aid, 529 college savings plans, education savings accounts (ESA), retirement planning, estate planning, employee benefits and insurance.

David was formerly the Senior Manager of Taxation at KPMG and Director of Tax Operations for Touché, Ross and Co. in Richmond. In 1988 David formed Financial Solutions to provide assistance in implementing financial, tax, and business plans through a multi-disciplined approach, strategies, and after-tax results.