Team Bio's
David A. Cole, CPA, CLU, ChFC, PFS -
tulsafas@aol.com
Tulsa Principal
Dave began his financial studies at the University
of Tulsa where he earned a B.S. in Business Administration with
a major in Accounting. Since 1969, he has been involved in the financial
services industry. After spending only five years practicing public
accounting, Dave was elected to the partnership of KPMG Peat Marwick.
There, he served on the firm's national practice review committee
- as well as designing and teaching tax courses for staff and management
personnel.
Dave is a member of many local, regional and national
organizations - including the American Institute of Certified Public
Accountants. He is a registered securities representative, registered
investment adviser representative and licensed life and health insurance
agent. Utilizing his expertise in finance, Dave’s role since
1992 has been to supervise all FAS activities in Tulsa.
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