David works with clients in a straightforward, practical way, focusing on understanding their goals and priorities before building financial strategies around them. He emphasizes clarity and simplicity, helping clients make informed decisions.
He earned dual bachelor’s degrees in finance and marketing from the University of Utah and brings nearly five years of experience from Fidelity Investments, where he worked as a Workplace Planning Consultant specializing in retirement planning and investment guidance. He also has client service experience supporting business professionals at eBay. David works primarily with individual investors, business owners, and families.
Outside of work, David volunteers as an assistant baseball coach and youth group leader and enjoys staying active through sports and outdoor recreation. He lives in Riverton, Utah, with his wife, Savanna, and their three children—Haden, Berkley, and Scottie.