David graduated with a Bachelor’s Degree in Personal Financial Planning and a Minor in Business Management at Utah Valley University in 2020. As a university student, his team won second place in the national FPA Financial Planning competition. Prior to working at B.O.S.S., he worked as a Financial Advisor at an RIA firm in Las Vegas. He was born and raised in Saint George, Utah, lived in Hong Kong for a couple of years, and recently relocated back to Utah. Outside of work, he enjoys being outdoors, exercising, catching the latest movie, or upgrading his smart home. He loves spending time with his lovely wife, Nicole, and his puppy, Luna. David has a passion for all aspects of personal finance and is motivated by helping each client live a life of significance. He is thrilled to be back in beautiful Utah on the B.O.S.S Retirement Solutions team.