W. David Ellrich CPA/ABV, ASA, CFA, CVA, CFF

Founding Member

Dave Ellrich is a founding member and currently serves on the advisory board of Poinciana Advisors Group, LLC. With his extensive accounting, investment, and financial related experience, he provides strategic direction and insight to our Advisory Board and Chief Investment Officer.

Dave earned his undergraduate degree from the Florida State University and continues to support FSU and the College of Business both with his time and financial resources. Dave is also a Shareholder and Managing Partner of Ellrich, Neal, Smith, & Stohlman, P.A., our accounting affiliate, and holds a Graduate Degree in Accounting from Stetson University. Dave has been a practicing CPA since 1981, following service as an Internal Revenue Service Special Agent. He is an Accredited Senior Appraiser in Business Valuation, a Certified Valuation Analyst, Accredited in Business Valuation, a Master Analyst in Financial Forensics and a Certified Fraud Examiner.  Dave is also a past recipient of the U.S. Treasury Special Achievement Award and has authored several articles for publication. His testimony has been requested in both Federal and state courts as an expert witness, and he served four years on the 15th Circuit Judicial Nominating Commission.  He is a member of the American Institute of Certified Public Accountants, the Florida Institute of Certified Public Accountants, the American Society of Appraisers, the Association of Certified Fraud Examiners, and the National Association of Certified Valuation Analysts. Dave has also worked as an IRS instructor and often lectures at university level accounting graduate programs.  

Dave was born in Connecticut and raised in Florida where he cultivated his love for the outdoors. Dave and his wife Becky Moore merged their respective accounting practices in 1986 and have enjoyed their continued success together as the firm has grown.  Dave, Becky and their three children live and work in Palm Beach Gardens.  They recently purchased a second home in Utah where Dave is able to enjoy his passion for hunting, fishing and horseback riding.