Hi, I’m David.
Experience: Married for 13 years to Leah, we have 6 children ages 1- 12 that keep us plenty busy. Principles-Based Planner for 5 years. Worked with hundreds of clients primarily in the medical field across 24 states. Helped many with high student loan debt understand the specific repayment plan options along with the more important part of how they should fit into their overall plan and the best way to manage them long-term.
Education: Certified Financial Planner ®. Bachelor’s of Science from Brigham Young University with Minor in Business.
