David Tari
Senior Investment Counselor
Tampa, FL
Phone: (800) 550-1071
Email: d.tari@fi.com
About David
David joined Fisher Investments in 2017. He has worked in the financial services industry since 2008, with experience as a financial advisor at Morgan Stanley and Bank of America. He earned a Bachelor of Business Administration in International Business from Pepperdine University.
Specialized Service Team
Your Senior Investment Counselor can connect you with the individuals below to address any needs you have. Click here to read more about our service structure and the resources available to you.
Meredith Ingle
Financial Planning Counselor
Meredith joined Fisher Investments in 2023 and has worked in the financial services industry for more than 5 years. Previously, she served high net worth clients at Goldman Sachs. Meredith has a Bachelor of Architecture from California Polytechnic State University and is currently pursuing her CFPยฎ professional designation.
Shushan Gebretatios
Financial Planning Counselor
Shushan joined Fisher Investments in 2018. She was a Client Service Associate and an Investment Counselor with Fisher before pursuing the Financial Planning role. She earned a Bachelor of Science in Biology from Baylor University.
Mackenzie Hazelip
Estate Planning Professional
Mackenzie joined Fisher Investments in 2024. Prior to joining Fisher, she was a practicing attorney where she focused on estate planning, tax planning, probate, and trust administration. Mackenzie received her Juris Doctorate from Samford University's Cumberland School of Law, and a BA in Communication and Business from Texas A&M University. She is also a licensed Mediator in the State of Texas.
Erach Screwvala
Senior Estate Planning Professional
Erach joined Fisher Investments in 2025 and has more than 25 years of legal experience. Previously, he specialized in estate planning, Medicaid planning and entertainment law. Erach earned his JD from the Cardozo School of Law and a Bachelor of Arts in Politics and Economics from Oberlin College.
Josh Whitmer
Portfolio Analyst
Josh joined Fisher Investments in 2018. In the Portfolio Evaluation Group, Josh specializes in personalized portfolio analysis and investment strategy recommendations.
Mendel Schwartz
Associate Investment Counselor
Mendel joined Fisher Investments in 2019. Before becoming an Associate Investment Counselor in 2021, he served as an Operations Associate. Mendel earned a Bachelor of Science in Business Administration from the University of Florida.
Blake Cherrington
Client Services Specialist
Blake joined Fisher Investments in 2024. He earned a Bachelor of Business Management with a minor in Innovation from the University of Florida.
Benjamin Olinger
Client Services Specialist
Ben joined Fisher Investments in 2023. He earned a Bachelor of Science in Marketing from Missouri State University.
Hamza Shabbot
Client Service Specialist
Hamza joined Fisher Investments in 2023. He earned a Bachelor of Science in Finance from the University of Texas at Arlington.