David has been Series 7 licensed since 1995 and has focused his practice on financial planning, retirement planning, and portfolio construction for individuals as well as employer sponsored retirement plans.
He is a proud member of Retirement Plan Advisory Group (RPAG), a national alliance of accomplished advisors whose goal is to produce enhanced value for participants of qualified and non-qualified plans. Members of RPAG have access to proprietary tools and services that provide industry leading fiduciary support to plan sponsors and participants.
While most people consider their start in the business when they were licensed, David was fortunate to have both of his parents employed in the industry. He grew up excelling at customer service and learning about modern portfolio theory.
David earned a full ride scholarship to the University of Utah from the School of Accounting. While on campus he was a member of Sigma Chi Fraternity, was on the Cabinet for the Associated Students of the University of Utah, as well as Chair of the Honors Student Advisory Committee. Among his many achievements his proudest is that he graduated with an Honors BS in Accounting; he was the only student in 1995 to earn this distinction from the Honors College.
David graduated on a Friday, and started working as an independent registered representative on Monday. He has never looked back, thoroughly enjoying working with his clients.
David has been a board member of the David Eccles School of Business for the University of Utah as well as his synagogue, Temple Har Shalom. He was lucky enough to have served as a board member for the Young Alumni Association for the University of Utah where he met his wife, Eliana.
They have two young adult children who love to travel, eat, and hang with Mom and Dad.
