Director of Business Development

David Bauer

David Bauer is a seasoned sales executive with over 30 years of success guiding clients through complex decisions across SaaS, cybersecurity, legal and financial products. At Tax Alpha Companies, David helps high-net-worth and high-income clients navigate complex tax issues arising from property condemnation, including strategies under IRC §1033, while providing access to sophisticated tax planning tools that align with their financial goals.

In addition to his background in enterprise sales, David brings eight years of experience as a business owner, along with a solid foundation in insurance and investment services. He has consistently outperformed goals and earned top recognition throughout his career. As a U.S. Air Force veteran and former business owner, David brings strategic insight, a consultative approach, and a client-first mindset to every engagement.

When he's not working with clients, David enjoys golfing and playing pickleball with his wife of 40 years, taking his classic 1978 Trans Am for a drive, and spending time on the river or beach in Florida.

“The most effective conversations don’t just lead to decisions—they lead to understanding. That’s when trust is built.” - David Bauer
david-bauer

Matt Chancey, Ross Brannon, Johnny Borrelli, Jimmy Nelson and Jacob Harvey are Registered Representatives of Realta Equities, Inc. and an Investment Advisory Representative of Realta Investment Advisors, Inc. Investment Advisory Services are offered through Realta Investment Advisors, Inc., a US SEC Registered Investment Advisor, and securities are offered through Realta Equities, Inc., Member FINRA/SIPC. 1201 N. Orange St., Suite 729, Wilmington, DE 19801.

Realta Wealth is a trade name for the Realta Wealth Companies. The Realta Wealth Companies are Realta Equities, Inc., Realta Investment Advisors, Inc., and Realta Insurance Services, which consist of several affiliated insurance agencies. Steve Medendorp is a Florida licensed attorney but does not provide any legal or tax advice.

https://brokercheck.finra.org/

813-565-OTAX

Tampa, Florida 






Tax Alpha Title™

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