David J. Taddeo

Tax Advisor, Enrolled Agent, Certified Estate Planner, LPL Branch Manager, LPL Investment Advisor

David entered the finance industry as a professional, starting his own tax practice in 1974. In 1992, he merged his firm with that of his mother-in-law, Mary Olmstead, CFP®, to form Summit Financial Group. He is an Enrolled Agent with the Department of the Treasury, licensed to represent clients before the IRS.

A graduate of Emmaus Bible College with degrees in theology and estate planning, Dave is active in the community, serving as a member of the board of directors of PaceSetter Global Ministries. Over the past 30 years, he has served on the board of more than 25 charitable organizations. 

A licensed pilot who also enjoys golf, basketball and motorcycles, Dave has three children and five grandchildren.



Phone 619.698.9760 Ext. 801
Fax 619.483.0236