We strive to provide ongoing education to the families we represent to help them make good, active decisions about the things that matter most to them.
Life insurance is a critical element of wealth management for our clients, including advanced planning to meet their long-term financial goals.

Every client has a set of unique challenges when doing life insurance planning.  Our duty is to understand their goals and set up strategies that resolve those challenges.  This allows our clients to focus on the things that matter most to them. 


Contact Us

Tel: 801-474-1234

We look forward to getting to know you and understanding your needs. 


Please complete the form below for a complimentary introduction to life insurance planning.


A response will be made promptly. 

Registered Representative of and securities offered through Securities Management & Research, Inc. (SM&R). Member FINRA/SIPC. Investment advisory services offered through BFC Planning, Inc. Hogan Financial Servi ces, American National family of companies, BFC Planning, Inc. and SM&R are independent entities. Dave is registered to sell Securities in the following states: Arizona, California, Colorado, Missouri, New Jersey, Nevada, Utah, Washington, and Wyoming.