Dave graduated from Brigham Young University in 1980 with a degree in Finance. He immediately began his career as a financial advisor with a regional brokerage firm in Provo. He worked most of his 37 years as a branch manager and investment advisor for the global firms of Smith Barney and Morgan Stanley. Dave has always considered his clients his partners and has enjoyed his years of aiding them in realizing their financial goals.  Dave is a Registered Representative with Kestra Investment Services, LLC, and an investment Advisor Representative with Kestra Private Wealth Services, LLC.