PHOENIX: 602.343.9301 | TUCSON: 520.505.3605 | TOLL FREE: 866.777.9219
David has helped over 1,400 client groups pursue their long-term financial goals, bringing a wealth of experience and knowledge to his role as a financial advisor for Strategy Financial Group. With an emphasis on education and a focus on his clients’ objectives for retirement, David provides comprehensive, individualized planning that helps to put investments into perspective, which in turn, increases the confidence clients have in their financial plan and in the organization of their financial life.
Helping people is what drives David’s passion for his work, and his passion is supported by the pillars of honesty and strong ethics. He prides himself in putting his clients and their families’ needs first when developing a financial program.
David currently holds a Series 66 securities license and is a licensed insurance agent. He has also completed coursework to obtain CFP certification. When David is not helping clients, he enjoys spending time with his wife and young daughter, swimming, and wine tasting. He and his wife are active supporters of Make-A-Wish Arizona and PSA Art Awakenings.
It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.
The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.
*Guarantees provided by life insurance and annuities are backed by the claims-paying ability of the insurer.
Strategy Financial Services, LLC may transact business only in states in which it is registered, or in which it is excluded or exempted from registration. Strategy Financial Services, LLC is currently registered in Arizona. Investment advice is offered through Strategy Financial Services, LLC, a Registered Investment Adviser. Insurance and annuity products are offered separately through Strategy Financial Insurance, LLC.
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