Every day, we help clients create programs to meet their long-term financial goals. It all begins with a conversation about your vision. We’ll help you paint the picture through personalized planning.
Have questions about life insurance, taxes, wealth building, retirement or estate planning? Let’s start a conversation!
For over 20 years, David has been helping people realize their dreams of a better tomorrow. As a Financial Planner, he helps clients with personalized planning, designed to achieve long-term financial security. He begins with an understanding of the ‘big picture’ and puts the pieces of the puzzle together in a way that brings the client’s vision into focus .
David graduated with Departmental Honors from Hood College and was the first to receive the Centenniel Academic Grant for study at Universitá per stranieri in Perugia, Italy. He has also attended Yale University and University of Toronto. David is a member of American MENSA and BNI.
David splits his time between CO and TX and enjoys the arts, cooking and traveling with his wife, Maria.
For 175 years, people have worked with New York Life to protect their families and futures. We believe in the importance of human guidance and in trusted relationships built on being there when our customers need us most. At the heart of New York Life is a commitment to be there for our customers when they need us—whether today or decades into the future.
We have delivered on that promise for 175 years by investing wisely, growing a portfolio of strategic businesses, and remaining true to our mission as a mutual company, accountable only to our customers, not to outside investors.
For our customers, that means having the confidence that comes with knowing they can build a better future for themselves and those they love.