With more than a decade of industry knowledge and service, David finds great satisfaction in creating and promoting marketing campaigns that connect new clients to Allied Wealth Financial Group.
David’s career journey is a rich tapestry of experiences. He began as a PGA professional in the golf business right out of college, a role he cherished for 30 years. He came to Allied Wealth in 2012 as a seminar presenter, then transitioned into an advisory position for eight years before stepping into his role overseeing marketing initiatives in 2023.
A 1980 graduate of Eastern New Mexico University with a bachelor’s degree in education, David has insurance licenses in life, health, fixed and fixed index annuities. His education background coupled with his love for people inspired him to join the financial services industry and equipped him to thoroughly inform clients, leaving no question unanswered.
His retirement advice is simple: It’s never too early to start planning, and every individual’s strategy should be unique.
David’s best friend is also his high school sweetheart and wife, Lori, whom he met more than 46 years ago at church. The longtime residents of Pueblo, Colorado, have two grown children and seven grandchildren, and also enjoy the company of their two miniature dachshunds, Marlie and Candie.
When he isn’t helping clients or the firm, David finds joy in all sorts of outdoor activities including golfing, snow skiing, hunting, fishing and ATV riding. His favorite indoor hobby is reading.