David has held many positions over his 15 years in the financial industry. He started his career in banking at a local bank in Salt Lake County in 2000. There he held various positions and consistently was moved up the ranks because of his commitment to his customers.
David quickly learned that his passion was to help clients meet their financial goals, to help increase and preserve their wealth and to save taxes. He wanted to develop a unique value proposition for his clients by having the benefit of a financial advisor to advise them on all of their financial affairs. He quickly distinguished himself to help two groups of clients, business owners and individual families.
After spending time at both Ameriprise Financial and Chase Investments, David decided it was best to start his own independently managed financial practice. Instead of going back into the corporate world, he decided to go somewhere that allowed him to serve his clients more freely. David currently holds a Series 7 (General Securities) and a Series 66 registrations (Series 66 is a combination of the Series 63 (Agent State Law) and Series 65 (Investment Advisor Representative).
David's vision is that every client has a financial goal and plan to get them there. That uncertainty about the future is replaced by confidence. He is excited for what the future brings.
To show his commitment to retirement planning, David received his Chartered Retirement Planning CounselorSM designation in February of 2018.
David loves to spend time with his wife and five kids. He and his family spent 3 years doing volunteer work at a local historical site, the American West Heritage Center. He and his wife, Melonie, also help the community by volunteering as foster parents and running a foster care shed to help foster care kids. He loves all kinds of sports (playing them and watching them when he has time). He also enjoys board and card games.