Principal | Sr. Financial Advisor
Prior to joining Colorado Financial Management, Inc., David completed all of the financial planning, retirement planning, investment management, estate planning, and taxation courses required to sit for the Certified Financial Planner™ examination. He passed the CFP® Certification Examination in 2011. David is a fee only Certified Financial Planner™, specializing in retirement planning, financial planning, and investment management. David is a member of Colorado Financial Management’s Investment Committee. It’s a labor of love for David, as investments have been his hobby for over 20 years.
David spent the first seven years of his professional career at U.S. Engineering Company as a Project Engineer and Project Manager. He was on the project management teams of many of the region’s most complex construction projects including the Medical Center of the Rockies,Embassy Suites Loveland – Hotel & Conference Center, Colorado State University – Research Innovation Center, Colorado State University – Pharmaceutical Manufacturing Facility (cGMP), National Center for Atmospheric Research – Wyoming Supercomputing Center (NWSC) in Cheyenne, WY, and Exempla St. Joseph Hospital in Denver. As a Project Manager he was responsible for all financial and operational aspects of his projects.
David received a Bachelor of Science degree from Colorado State University in 2006.
David has been a Loveland resident since 1983. He and his wife Rachel have a son Bradley and live in Loveland with their two dogs.