With over 25 years of experience as an attorney and business owner, David is a trusted advisor for:  business owners seeking to optimize their estate, business, and tax structure; retired folks needing to protect their life’s savings and preserve their family legacy; and young families needing to create a guardianship roadmap for their children. He helps his clients protect what matters most from creditors and predators.

David’s career path gives him a unique understanding of the challenges faced by young professionals and entrepreneurs. As a young attorney, he worked at a financial advisory firm, assisting clients with financial planning, business structuring, and estate planning. He then went on to manage and own a large, award-winning, asset recovery firm for a decade before a merger/acquisition.

David has international experience as well, having assisted clients with transactional work in Asia and Latin America. This global perspective translates to a deep understanding of international commerce, finance, and business planning.

This experience allows David to see a client’s situation from both sides of the table – as a legal advisor and as a business owner who has navigated the complexities of growth and potential risks.

When David isn’t working hard for his clients, you might find him playing basketball or relaxing on a beach with his wife and family.

Education:

• Certified Tax Advisor (CTA), Main Street Tax Advisors 2024
• Certified Medicaid Planner, Wealth Preservation Institute 2019
• J.D., Brigham Young University J. Reuben Clark Law School 1995
• B.A., Political Science, University of Utah 1991

Affiliations:

• Utah State Bar Association; estate planning, real property, and corporate counsel sections
• Idaho State Bar Association
• Salt Lake Estate Planning Council