CHFC®, FOUNDING PARTNER
David joined the financial industry in 2006 after leaving a 10-year career with IBM in hopes to follow his life goal of owning his own company and helping others reach their financial goals. Since 2006, David has built his practice on a foundation of world-class client services, 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 specializing in Retirement & Investment Planning, Income Planning, Estate Strategies, and Tax Efficiency. As a continued effort to better serve his clients, David is always looking for opportunities to educate on financial issues that are the most important and applicable to each individual. True satisfaction comes when he can experience the confidence and clarity shared by his clients as they enjoy life now and look forward to the future.
David was born in North Dakota as the middle child in a family of nine and spent his growing years in a small town in Colorado. After serving an LDS Mission in Sao Paulo Brazil he returned home and met his sweetheart Tiffany. David and Tiffany have six beautiful children and have spent the last 18 years in St. George. David loves spending time with his family being outside enjoying nature. David’s latest passions have been playing all types of volleyball, coaching his kids’ teams, dirt biking/4 wheeling, going on long motorcycle rides with Tiffany, and just spending more time with the family.
Get to Know David:
“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