Dave has a varied and extensive background as a healthcare executive and business consultant. He now specializes in helping business owners, attorneys, and health professionals in the areas of life, health, and finance. He was the Director of Financial Planning & Analysis for a large health plan. In partnership with his brother, who has 18+ years of experience in the financial planning services industry, they find optimal solutions to the unique challenges presented by individuals, families, and businesses. He enjoys educating others on the reality of risk, the need for risk management, and the key role life insurance plays.
Dave earned his BS degree in Business Administration from Brigham Young University and a Master’s degree in Healthcare Administration from Virginia Commonwealth University. Dave is married to a family nurse practitioner and they have 5 children. His passions are his children, grandchild, reading and watching his favorite professional basketball and college football teams.