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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 | 