David M. Shapiro
President
David was born and raised in Salt Lake City and graduated from Utah State University in 1985 with a B.S. in Business & Administrative Systems. David started his career in financial services in 2002 in Denver, Colorado and since then has helped hundreds of clients achieve their financial and retirement goals. David is committed to educating and coaching clients of all ages. He had achieved:
- the designation of CFF (Certified Financial Fiduciary)
- a position as a Ramsey SmartVestor Pro.
David moved back to Utah in 2013 to be closer to his family and to fulfill a lifelong dream of living and working in Cache Valley. David and his wife, Holly, now live in North Logan, Utah. They have four children and ten grandchildren. He enjoys hiking, biking, racquet sports, and fishing. With his love of the outdoors, David has reached the summit of 21 of Colorado's most challenging 14,000 foot mountain PEAKS.