David entered the financial industry in 2006 after leaving a 10-year career with IBM, pursuing his life goal of owning his own company, while committing to helping others reach their life goals. Since then, David has built his practice on a foundation of world-class client service, long-term working relationships and a network of professionals to help clients with a variety of solutions. His primary focus has been in holistic financial strategies, including investment planning, personal and business risk management, estate strategies and tax-efficiency strategies. In a continual effort to better serve his clients, David pays special attention to continuing education and is currently working towards obtaining his ChFC® (Chartered Financial Consultant®) designation.
David was born in North Dakota as the middle child in a family of nine, and spent his youth in a small town in Colorado. After serving an LDS mission in Sao Paulo, Brazil, he returned home to meet his sweetheart, Tiffany. David and Tiffany have six beautiful children and have spent the last 10 years in St. George. David loves spending time with his family and chasing his children around the state attending their various sports events. David’s latest passions are playing pickleball and volleyball, and riding dirt bikes.
“You helped change my life for the better.”
Forgive yourself and embrace your vision; The future is awesome!
Sylvester and the Magic Pebble. My Mom and I read it together. The mother never gave up looking for her son. I wish I could read with her today.
As someone who was real, genuine, had sense of humor, and cared about others.
On an open road, with my favorite motorcycle and my Best Friend Tiffany!
Volleyball, hands down!
Lately, an Early Bird.
“Say What You Really Think Every Time”. I love it when people are real. Sometimes it’s funny, sometimes it’s sad, and sometimes it’s inspiring, but all the time it is LIFE!
LICENSES: FINRA Series 66 (Uniform Combined State Law)
Licensed to sell insurance in Utah, Nevada, Arizona and Colorado | Licensed to sell securities in Utah, Nevada and Colorado
See this advisor’s status on SEC Advisor Info