David Petre

Financial Representative/Tax Preparer

Phone: 216-398-4333
Fax: 216-739-1041

David began his career with Ta-Check in 1999.  He assists clients with individual income tax preparation and helps clients achieve short-term and long-term financial goals. His specialties include tax planning, estate strategizing, insurance strategies, and retirement strategizing.  He also has experience in the company’s compliance, commission, and payroll departments.

David graduated from Baldwin-Wallace College in 1999 with a Bachelors degree in Finance. He holds securities registrations Series 7, 63, and 24 and also has his Ohio Life & Health insurance licenses.

David currently lives in North Olmsted with his wife Sharlyn.  In his free time, he enjoys golfing, hockey, softball, and basketball.