David W. Fortney, CPA dfortney@mccrate.com  Financial Planning Manager Dave graduated from Ohio University with a B.B.A. in Finance and Accounting.  He is a member of the AICPA and OSCPA. Dave's specialization is in: Financial Planning* Estate Planning Taxation of Estates and Trusts Individual and Corporate Taxation Dave resides outside of Sidney with his wife Cheryl and their three children. *Securities offered through 1st Global Capital Corp., Member FINRA/SIPC. This is not an offer to sell securities in any other state or jurisdiction. Investment advisory services, including fee based asset management accounts held through NFS, LLC, are offered through 1st Global Advisors, Inc. All other financial planning services are offered through McCrate, DeLaet Financial Advisors, LLC.  McCrate, DeLaet Financial Advisors, LLC and 1st Global Capital Corp. are unaffiliated entities. BACK TO STAFF