G2 RAMPART - WHAT IT MEANS

David Dodson, MBA, ChFC, CLU

David has been advising successful business owners and family offices for more than twenty-five years.  He has also advised some of the largest charitable institutions and trust in the country, as well as advised clients up to and including Forbes list families.

 He has led the investment advisory division of a regional firm, as well as the tax attorneys and trust specialists East of the Mississippi for a national firm.  

Over his career, he has held senior roles as executive director at JP Morgan Private Bank, Morgan Stanley and Merrill Lynch focused principally on investment management, fiduciary, advisory, as well as financial and estate planning.  He believes that this broad exposure to the various disciplines of wealth management has enabled him to build a deep network and a depth of experience that enables him to assist clients in anticipating and understanding the decisions that they will encounter, as well as in providing a road map as to which solutions may provide the most favorable planning outcomes. 

David holds an MBA from Indiana University, Bloomington, as well as an Economics degree from the University of Tampa. Prior to embarking on his career in financial services and advising clients, David served as an Army officer during Desert Storm.

Jeff Forrestall, CPA, PFS

Having advising clients for more than twenty-five years, Jeff has consulted and advised hundreds of businesses in dozens of industries over the years. He became a partner at Forrestall CPAs, in January 1997and managing partner in 2003. 

His broad experience includes financial, business accounting and taxation, merger and acquisitions, 

Jeff has earned professional credentials relating to personal financial planning in addition to his numerous credentials relating to various accounting practice areas and business valuations. He has provided expert testimony in court relating to business valuations and makes his expertise relating to valuations available to clients who are anticipating or pursuing various types of transactions. 

In 2002 he was recognized by the Georgia Society of Certified Public Accountants as one of the top 30 Certified Public Accountants (CPA) under the age of 40 in the State of Georgia as an alumnus of their Leadership Academy. He was awarded the Gwinnett County Chamber of Commerce "Pinnacle Top 25" for demonstrating extraordinary growth and leadership in businesses and contributions to the community. 

He currently serves as the Secretary of the Board of Directors for the North Georgia Small Business Administration office upon which he has served for over fourteen years. Having earned his BBA from Georgia Southern in 1994, he is currently completing his Masters in Fraud and Forensic Examination.  

Jeff served with distinction in the U.S. Army as an Infantry Officer, including meritorious service during in Afghanistan. When Jeff is not providing tax or planning advice, he enjoys teaching scuba diving as a Dive Master or recreational sky diving.