David M. Bowman
David joined ORBA in 2014 after starting his career at one of “Big 4” accounting firms. He is a member of the firm's Tax Department and consults on individual, trust, estate, partnership, S-Corporation and gift tax returns for high net worth individuals. He also helps clients with the overall financial planning process which includes personal financial statements, portfolio analysis, budgeting, credit and debt management, and retirement plan selection.
David believes in taking the time to get to know his clients so he can ask the “right” questions. He is always available to his clients and believes the best relationship is built on trust and open communication.
During his downtime, David enjoys spending time with his family and friends. Coming from a family of ten, there is always some event to attend. An avid runner, David loves to be outdoors and plans on running at least one marathon a year for the indefinite future. He most recently ran the Chicago Marathon supporting Big Shoulders Fund® — a local Chicago charity. Finally, he enjoys exploring new cities, restaurants and breweries with his wife Caitlin.
Seminars & Events
- Becoming Your Parents' Parent, Chicago, IL, February 15, 2017
- Young Professionals: How to Take Control of Your Financial Future, ORBA, Chicago, IL, June 23, 2016