HI, I’M DAVE

Dave was born and raised in Southern Utah.  He is the youngest of 6 children.  Dave spent his childhood in an environment where there was never enough money, and at times not even enough food.  It was this experience that motivated Dave to change his life, so his wife, Lisa, and their 6 children wouldn’t have to endure the same pain he did.

Dave changed his life by getting an education.  Dave graduated with honors from Southern Utah University in 1994.  He went on to get his CPA license in 1997.  Over the past 25 years, Dave has helped thousands of people gain the knowledge they needed to improve their financial situation.  He has done this through his podcasts, speaking, consulting and strategic planning.

As a thought leader, Dave never stops looking for new ideas to help people achieve success.  In fact, his “Power of Zero – How to Get to the 0% Tax Bracket and Transform Your Retirement” and his “Puerto Rico Tax Incentives – How to Get to the 4% Tax Bracket and Transform Your Working Years” presentations are some of the highest rated, and attended, presentations at any event.