“As a financial advisor, I live by a great Proverb, ‘Without counsel plans fail, but with many advisers, they succeed.’ I am dedicated to guiding individuals and families toward financial success. By helping navigate the complexities of investments, retirement planning, and wealth management.”
David uses his in-depth knowledge of DROP programs, Deferred Compensation Plans, and Retirement Rollovers to create holistic financial plans that reduce risk and protect assets. He provides members with valued second opinions on existing portfolios, including tax-advantaged investing strategies, college savings, estate planning, and intergenerational asset transfers.
Education and Experience
David earned a Bachelor’s degree in Business Administration and Finance at CSU, Channel Islands. He has worked in the financial services industry since 2012 and joined Firehouse Financial in 2023.
David is a licensed and registered securities representative in AK, AZ, CA, CO, FL, ID, LA, ME, MO, NV, OR, TX, UT through CUSO Financial Services, L.P. (CFS). He holds his Series 7 and Series 66. He is also insurance licensed in AZ, CA, CO, ME, and OR.
In his spare time, David enjoys working out and perfecting his golf swing. His other passions include spending time with family, watching football, and trying new foods.
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. CFS does not provide tax or legal guidance. For such guidance please consult with a qualified professional.