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.
FINRA Series 66 (Uniform Combined State Law) | FINRA Series 7 (General Securities) | Licensed to sell insurance in Utah, Nevada, Arizona and Colorado | Licensed to sell securities in Utah, Nevada and Colorado
Securities offered through World Equity Group, Inc. Member FINRA/SIPC. Advisory Services offered through BCJ Capital Management. Statera Wealth Management, World Equity Group, Inc. and BCJ Capital Management are independently owned and operated.
Check the background of the investment professional on FINRA’s BrokerCheck
See this advisor’s status, SEC Advisor Info
GET TO KNOW DAVID
Q. What are your hobbies?
A. Volleyball, Paintball, Football, Pickleball, Watching movies with my wife. Reading random facts about everything
Q. What is one word that best describes you?
Q. If you could give a young person advise on success, what would you tell them?
A. Forgive yourself and embrace your vision; The future is awesome!
Q. What is your biggest pet peeve?
A. When people eat noisy food with their mouth open…. Arrgggh
What is your favorite book and why?
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.
Q. Favorite weekend getaway?
A. On open Road On my favorite Motorcycle with my Best Friend Tiffany
Q. Favorite Sport?
A. Volleyball hands down
Q. Spender or saver?
A. Depends on the day.. .Lean toward saver
Q. Early Bird or night owl?
A. Lately Early Bird
Q. How do you hope to be remembered?
A. Someone who was real, genuine, sense of humor, and cared about others
Q. What is the best compliment you can receive?
A. “You helped change my life for the better”
If you had your own reality show, what would it be called and why?
“Say what you really think Every time” I love it when people are real. Sometimes it’s funny, sometimes It’s sad, Sometimes it’s inspiring, but all the time it is LIFE!