Agency Spotlight: David Xi

Meet David! He joined the agency in October 2021 and has spent the last 23 years helping high income and high net worth clients to preserve their hard-earned family income and family wealth through advanced income tax and estate tax minimization strategies

 David Xi

Check out David’s Q & A responses below to get to know him better. Davids family

Where are you from?

Born and raised in China - Currently reside in Mt Bethel, PA

What TV show are you currently streaming?

Andy Griffith Show

What's something that people may not know about you?

I celebrate two birthdays - a solar birthday and a lunar birthday

May 3rd and April 10th

Which celebrity would you choose to play you in the movie about your life?

David White

What was your first job ever? What did you like/dislike about it?

Senior Technology Consultant with Dun and Bradstreet.

Did not like sitting in front of computer all day - hence the career change.

 I did like my boss and colleagues a lot!

Where is one of your favorite places to travel to, and why?

Israel - every inch of that land is filled with history

What causes or community services do you have a passion for?

Passionate about lifting people out of poverty

If you could share a beer with any person throughout history, who would it be and why?

King David of Israel - He is a man after God's own heart

If you could snap your fingers and become an expert in something, what would it be?

Handy man so I can fix things in my house instead of calling people in

What life achievement are you most proud of?

Raising up two Ivy League children


Useful links:

Connect with David on LinkedIn!



David Xi

David Xi

David Xi