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Dave forms relationships with clients as he helps identify areas where his services may be able to enhance retirement income planning. He enjoys the relationships that are created as trust is built, and he strives to provide exceptional customer service and ensure every financial goal is considered.

Dave has degrees in business management and zoology from Brigham Young University. He is an Investment Advisor Representative and a licensed insurance agent.

Dave is an outdoor and recreation enthusiast, originally from Wisconsin. He enjoys playing basketball, golf and volleyball and cycling. With his wife, he stays busy supporting the activities and needs of their five children, and he enjoys attending their sporting and dance events.