David is a problem solver. He has worked hard to become the “go-to” when his clients need answers and advice. With a Bachelor’s degree in Business Administration from San Diego State University, David began his career with a top financial firm going on to rank in the company’s top 10% of advisors nationwide in his first year. He partnered with Arthur in 2001, knowing that he could serve his clients more thoroughly and objectively as an independent advisor.
For the past two decades, David has focused on building quality relationships with his clients and their families. Everyone has a unique financial situation, and David is driven by the opportunity that presents – to develop individual, creative and comprehensive strategies that make his clients’ lives that much better.
David is compelled to put others first and attains true joy from people, so much so that clients are often more like close friends. His greatest joy comes from his wife, Kim, and their three sons, Cole, Grant and Jack. David has been an active leader in his church and his sons’ youth groups. A kid at heart, David can’t ever pass up a superhero movie or a new Apple toy. He has a soft spot for country music, but don’t tell Arthur.
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California Insurance License #0B60703 | Securities Series 7, 24, 63