Vice President, Investments
David began his securities career with HD Vest Securities and then spent 8 years with First Global Securities which became Avantax. David believes that financial planning needs to be coordinated with tax planning on a long term basis to achieve suitable results over a lifetime.
David lives in Kalispell with his wife Fern. They have two grown sons.
Background and qualification information is available at FINRA's BrokerCheck website
My Media Library
No Videos have been posted yet
No Documents have been posted yet.
No Images have been posted yet.
No Links have been posted yet.