Served on the board of directors of the National Association of Active Investment Managers and the Financial Planning Association of Greater Phoenix.
Joined Lido: 2025
Homebase: Scottsdale, AZ
Professional Focus: Uses his strong analytical skills to develop strategies to help clients solve estate and financial planning problems. He enjoys the challenge of analyzing complex planning situations to construct strategic financial plans.
Professional Designations: Chartered Financial Analyst charterholder, CERTIFIED FINANCIAL PLANNER®
Education: B.S., Finance, Texas Tech University; M.B.A., Brigham Young University
Previous Work Highlights: Bringing over 30 years of experience in the financial services industry, David previously served as the Chief Investment Officer at Copperwynd Financial before their partnership with Lido in 2025.
