Community-Focused, Client-Centered Service, Nationally-Recognized.
For more than 15 years, David has dedicated his entire professional career to the financial services industry, finding the greatest satisfaction in cultivating strong relationships and addressing the unique needs of his clients. With an extensive background in retirement income solutions, David focuses on helping high-net-worth pre-retirees and retirees navigate the complexities of college planning, retirement strategies, and the effective transfer of wealth to future generations.”
A proud alumnus of the University of Texas-Arlington, where he played Division I baseball, David earned his degree in Interdisciplinary Studies with concentrations in Finance, Communications, and Economics. He is committed to lifelong learning, as evidenced by his multiple certifications, including CERTIFIED FINANCIAL PLANNER®, Retirement Income Certified Professional (RICP®), and Certified Divorce Financial Analyst (CDFA®).
David prioritizes building meaningful, lasting relationships with his clients and their families. He believes that a financial advisor should be approachable and focused on client education, recognizing that financial confidence is achieved through knowledge and understanding.
Originally from Alaska and having lived throughout the Western US, David resides in Phoenix, Arizona, with his wife, Anastasia, their three children – Derek, Andrew, and their newest addition, Samantha – along with their lively goldendoodle, Bailey. He stays active through regular exercise, golf, and coaching his children’s sports teams - but above all he values time with his family.
At Summit Wealth Group, David believes our team-based approach sets us apart from many financial advisory firms. With a dedicated Financial Planning Team, an experienced Investment Committee, and a nationwide network of accomplished advisors, we collaborate regularly to exchange ideas, analyze emerging trends, and craft the best solutions for various scenarios. Our collective expertise offers exceptional value, and we invite clients to experience firsthand what makes Summit Wealth Group distinct in the industry.
Schedule Appointment
It all starts with clicking the link below to schedule an appointment. Specify that you would like to meet with David and choose the times that best work for you. The Scottsdale team at Summit will reach out to confirm the appointment.
Meet With David
David will meet with you at the scheduled time for a complimentary discovery meeting to find out where we can best assist you on your financial journey.
Receive a Customized Financial Plan
After the discovery meeting, if you decide to move forward, we will create a detailed financial plan completely customized to you. You can use this as a guide to help you make life's most critical financial decisions with complete confidence.
Schedule a Free Consultation With David
Your initial consultation is complimentary and can be an in-person or virtual meeting. Click the link below and indicate that you’d like to connect with David.