Meet the Coach



David was born and raised in Salt Lake City and graduated from Utah State University in 1985 with a Bachelor of Science degree in Business & Administrative Systems.  David started his career in the financial services industry in 2002 in Denver, Colorado and has extensive experience in the design and implementation of financial plans and strategies to help his clients achieve their financial and retirement goals.  David is committed to educating and coaching clients of all ages to empower them with the tools they need to make prudent and informed decisions.  David’s goal is to make recommendations that are ALWAYS in the best interest of his clients.

David moved back to Utah in 2013 to be closer to his family and to fulfill a lifelong dream of living and working in Cache Valley.

David and his wife, Holly, now live in North Logan.  They have four children and three grandchildren.  David has served as a volunteer for many years with the Boy Scouts of America and recently received the Silver Beaver Award.  He enjoys golf, racquet sports, fishing, and hiking.  With his love of the outdoors, David has reached the summit of some of Colorado’s most challenging 14,000 foot mountain PEAKS.


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