Dave has built his practice creating financially efficient plans for retirees. This focused approach on cash flow and proactive tax planning combined with close client relationships distinguishes his practice from traditional Financial Advisors.
He graduated from Southern Utah University and received a Bachelor of Science Degree in Accounting.
He enjoys spending quality time with his family, morning work-outs, and road cycling. He loves all sports, but football is his passion. His greatest love is coaching the young men in his community. He would say that his most rewarding life experiences and relationships have come while being with his family, coaching football, and working with his clients.