CSD Financial’s key team members include Gil Davis, Managing Director and Vici Lofstead, Financial Services Assistant.
Gil and Vici are also an integral part of the Case | Sabatini team.
Gill is a financial advisor and Managing Director of CSD Financial. He is also a partner at Case | Sabatini. Gil has 35+ years of professional experience in both finance and taxation, applying both his CPA and financial planning expertise in helping clients achieve their financial goals. Gil has earned the prestigious Personal Financial Specialist (PFS) certification. The AICPA has granted this designation to only about 2% of CPAs nationwide.
Gil is a recipient of the Five Star Wealth Manager Award for the 8th consecutive year. The Five Star Wealth Manager Award names him as one of the top wealth managers in client satisfaction by Pittsburgh Magazine.
Throughout his career, Gil has volunteered considerable time serving on nonprofit boards and fundraising for organizations like the YMCA, Juvenile Diabetes Foundation, and the Roberto Clemente Foundation. He is also the former National Tax Chairman for the Associated Builders and Contractors, for which he worked directly with IRS officials in recommending tax code changes and improvements in taxation requirements for contractors across the United States.
Gil received his Bachelors of Science degree in accounting from the University of Dayton in 1980. He and his family live in Robinson Township. Gil enjoys golf, racquetball, tennis, and playing competitive baseball for the Pittsburgh 50s of the Men’s Roy Hobbs League.
Vici Lofstead, Financial Services Assistant