Certified Medical Planner (CMP™)
Member, National Association of Personal Financial Advisors (NAPFA)
Certified Financial Planning Program, College for Financial Planning
PIM Portfolio Manager Program, Wachovia Securities (now Wells Fargo)
Master of International Management (Finance and Japanese concentration), Thunderbird School of Global Management
Bachelor of Arts, Brigham Young University
President 2009/2010, Financial Planning Association (FPA) – Utah Chapter
Chairman 2011, Financial Planning Association (FPA) – Utah Chapter
Financial Management Experience
David focuses on helping physicians and successful retirees with financial planning, investment and risk management.
In the past 27 years of industry experience, David has held licenses including general securities registered representative, registered investment advisor, Branch management supervision, and Life, Accident, and Health Producers. David, a fee-only advisor, is able to help his clients to achieve peace of mind and greater assurance with their financial goals by giving advice and providing investment management that is in their best interest, untainted by commissions or sales objectives. Likewise, in a true fiduciary capacity, he is able to help investors determine the reliability and suitability of products and services that they have been sold by other advisors.
David began his career managing money in 1986 in the General Motors of Canada Banking and Investments department where he was engaged in cash management, foreign currency hedging, and the debt issuance of a $100 million Eurobond and a $300 million Note Issuance facility. In 1988 as Supervisor of Borrowings for GMAC Canada David was responsible for the daily average issuance of $125 million in short-term Commercial Paper. David worked as a stock broker and portfolio manager for 2 major national brokerage firms (A.G. Edwards and Wachovia Securities) from 1989 to 2008. Additionally, at Wachovia Securities David was among an elite group of financial advisors approved as a PIM (Private Investment Management) Portfolio Manager. Prior to joining Net Worth Advisory Group in 2010, David managed his own independent firm, Luke Wealth Strategies, working as a registered representative and investment advisor.
As the son of an Air Force fighter pilot and an elementary school teacher, David lived in several states as well as overseas growing up. Before moving to the Salt Lake Valley in 2006, where they currently reside, he and his family lived in the Scottsdale Arizona area for 17 years. David and his wife Lee-Ann have been married 30 years and have been blessed with 11 children and five grandsons. David is proficient in Japanese, is an Eagle Scout, and enjoys camping and spending time with his family.