Dave has dedicated his career to building a practice centered around creating financially efficient plans for retirees. His unique approach focuses on cash flow management and proactive tax planning, setting his practice apart from traditional Financial Advisors. Dave values close client relationships, considering them integral to the success of his financial strategies.
A graduate of Southern Utah University, Dave holds a Bachelor of Science Degree in Accounting. This educational background has equipped him with the skills and knowledge necessary to navigate the complexities of financial planning.
Beyond his professional pursuits, Dave finds joy in spending quality time with his family. He is committed to maintaining a healthy lifestyle through morning workouts and road cycling. While he has an appreciation for all sports, football holds a special place in his heart. Dave’s passion for the game extends beyond the field, as he finds fulfillment in coaching the young men in his community.
Dave believes that his most rewarding life experiences and meaningful relationships have been shaped by his time spent with his family, coaching football, and working closely with his clients. Through this combination of personal and professional fulfillment, Dave continues to make a positive impact on the lives of those he serves.
Contact Information:
email | [email protected]
phone | (801) 281-3411
