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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
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