David Holloway

Financial Advisor, CFP®, Investment Committee Voter

David@northernwelcome.com
(509) 525-9731

About David

David has been a Financial Advisor with Northern Capital since 2003. As a member of Senior Management, David helps shape the strategic plans of the firm. As a voting member of the Investment Committee, David participates in fund research and selection. As Financial Advisor, David conducts meetings with individual clients, plan sponsors and trustees, as well as participant education. Educational background includes an undergraduate degree in Economics from the University of Washington, and a Masters degree in Business Administration from the University of Idaho.

In his free time, David is a beekeeper who generously shares honey from his apiary, enjoys spending time with family, friends, and his wife Chris, and exploring his passion for airplanes and flight.

Credentials

CERTIFIED FINANCIAL PLANNER™ professional
Accredited Investment Fiduciary®
Series 65 Securities License
Investment Committee Member

Schedule an Appointment

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Back to Team