Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.
David and his wife, Kelly, have been married for 10 years. Together, they have two boys, Kai & Zane. A devoted husband and dad, he loves hiking, & playing Frisbee golf with his family. An avid Phoenix Suns fan, David also enjoys playing basketball 2x a week in an informal men’s league. He is also a distance runner and enjoys competing in competitive triathlons. David and his family are involved members of the Church of Jesus Christ of Latter-day Saints.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies