David prides himself on being a good listener, a good teacher, impeccably honest, and transparent. His approach to investment management is straightforward and process-focused. First, he will get to know you as an individual, including your unique wants, needs, values, goals, and investment objectives. Then, he will work closely with you to develop and implement a customized financial plan and investment strategy designed to meet your short and long-term financial objectives. Finally, David will monitor and review your progress with you on an ongoing basis. He will coach you to continue working your plan, and he will help you make adjustments aligned with your changing circumstances.
Originally from Little Rock, Arkansas, David graduated from the University of Texas at Austin with both a BBA in Finance and an MBA. Prior to joining our team, David had an extensive career in the high-tech industry working for Hewlett-Packard, Dell Technologies, and a small supply chain software company including significant global projects and international travel.
David currently lives in Arvada and is close to his two sons who have both recently graduated from college. He is a dedicated sports fan, and especially enjoys playing tennis and racquetball. He also enjoys serving on the non-profit board of the Children’s Foundation International, attending Flatirons Community Church, coaching youth sports, and spending time with friends, family, and his dog Louie.
He looks forward to earning your trust so that he can be your long-term financial advisor and partner to help achieve your goals
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Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Bank of Colorado and Bank of Colorado Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc.