David is a Salt Lake City native, a graduate from Willamette University (Oregon), and previously has worked in Israel, all of which has taught him the importance of a sound financial future. David is an alumnus of Beta Theta Pi social fraternity. In his free time, he enjoys playing saxophone, golfing, and traveling.
David holds multiple securities licenses (Series 6, 7, 63, 65 through LPL Financial) and is insurance licensed for life, accident & health and variable contracts in the state of Utah.
David is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds the Accredited Wealth Management Advisor™ and Accredited Portfolio Management Advisor™ professional designations, earned from the College for Financial Planning.