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PERSONAL
David was born and raised in North Ogden Utah. He is married with three children and currently resides in Layton Utah.
EDUCATION
Brigham Young University-1971: Accounting
EMPLOYMENT EXPERIENCE
Advisor/Senior Advisor-1989 to Present (Heritage Financial Group)
Financial Controller-1987 to 1989 (Professional Seminars of America)
Financial Controller-1984 to 1987 (Rich Manufacturing/Rich Automation Inc.)
Financial Auditor/Financial Manager-1972 to 1984 (Corporation Of The President)
AREAS OF SPECIALTY AT HERITAGE FINANCIAL GROUP
Focuses on assisting owners of closely-held businesses corporate executives and professionals meet their goals and objectives. Assisting families in protecting accumulating and using their assets. As a Certified Senior Advisor (CSA) assisting seniors with the Golden Years of their life.
PROFESSIONAL INVOLVEMENT MEMBERSHIPS AND RECOGNITION
Member of the Society of Certified Senior Advisors (CSA)
Member of President’s Club Securian Financial Group
Member of the Million Dollar Roundtable (MDRT)
Member of Premier Resource Group (PRG)
PERSONAL ATTRIBUTES
I consider financial strategies a calling helping clients Identify Prioritize and Meet their financial goals.
I care about those I serve and will be there to assist them. I keep my commitments in a society where that is not the norm.
Investment Advisor Representative
Securian Financial Services Inc.
Securities Dealer Member NASD/SIPC
A Registered Investment Advisor | 