David is a Financial Advisor with 20 years of experience currently serving the Scottsdale market. Utilizing an in-depth analysis of clients’ unique goals, time horizon, income needs, and tolerance for risk, David customizes easy to understand financial plans to help meet the needs of individuals and their families.
Prior to joining the BMO Harris Financial Advisors team, David worked as a Financial Advisor for four years with Wells Fargo and 14 years for JPMorgan Chase. David received his Bachelor of Science in Finance from Arizona State University in Tempe, Arizona. He holds series 7,63, 65, 24 and 66 licenses, along with his life, health, and annuity insurance licenses.
David lives in Chandler with his wife and three children.