About David

David has been in the financial services industry for 15+ years. 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 an Adviser, 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 Master’s 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. He also serves on the Board of Directors for Empire Airlines.

Credentials

• CERTIFIED FINANCIAL PLANNER™ professional

• Accredited Investment Fiduciary®

• Series 65 Securities License

• Investment Committee Member

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.