Simplified Financial Advice.

Meet David

David is our Client Service Associate and brings more than two decades of experience to his role. His knowledge and admirable work ethic make him an asset to our team.

A graduate of San Diego State University with a degree in English, he spent years teaching high school English. During his time as a high school English teacher, David was introduced to financial services and has been in the industry ever since.

An avid, well-traveled volunteer, he volunteers for Alice Cooper’s Solid Rock Foundation and the Convention of States Project. He is proud to have helped the COS resolution get passed in the Arizona State legislature in 2017.

When away from work, David enjoys spending time with his wife (Elise) four children (Abby, Carlin, Channing, and Brynn), and one granddaughter (Vivian). He also enjoys traveling and has spent time in countries like South Africa, Bulgaria, Portugal, China, and Taiwan.