Partner at Statera Wealth, Affiliate of BCJ Financial Group
David joined the financial industry in 2006 after leaving a 10 year career with IBM in hopes to follow his life goal of owning his own company and helping others reach their financial goals. Since 2006 David has built his practice on a foundation of world class client services, long term working relationships and a network of professionals to help clients with a variety of solutions. His primary focus has been in Holistic Financial Strategies including Investment planning, Personal and Business Risk Management, Estate Strategies and Tax Efficiency. As a continued effort to better serve his clients David pays special attention to continuing education and is currently working towards obtaining his ChFC (Chartered Financial Consultant) Designation.
David was born in North Dakota as the middle child in a family of 9 and spent his growing years in a small town in Colorado. After serving an LDS Mission in Sao Paulo Brazil he returned home to meet his sweetheart Tiffany. David and Tiffany have six beautiful children and have spent the last 10 years in St. George. David loves spending time with his family chasing his children around the state attending their various sports events. David’s latest passions have been playing pickleball, volleyball, dirt biking and just spending more time with the kids.
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