David serves as an Advisor Associate for Crusonia Wealth Advisors. With a passion for financial planning, he plays a crucial role in supporting senior staff throughout the entire financial planning process. David drafts financial plans, assists in portfolio construction and management, and supports clients through the implementation of their financial plans.
Having graduated from Colorado State University with a degree in Finance with a focus in financial planning in 2016. David has worked in financial advisory services where he has honed his expertise in investment strategies, risk management, and client relations.
Beyond his professional life, David enjoys spending quality time with friends and family. He also appreciates the great outdoors and can often be found exploring public lands.
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