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David started with SCA in December 2022 and has already proven himself to be a fantastic addition to our SCA team. David serves as Partner and Investment Adviser Representative (IAR) for SCA.
David comes to us with over 20 years of experience in the financial services industry. In that time, he has worked with clients in several areas, including retirement planning, college funding, investment management, debt elimination, savings, cash flow strategies, as well as life, disability, and long-term care insurances.
In line with SCA’s mission, David’s primary focus has been holistic financial planning. Our approach is to help you create a financial plan that considers the individual parts of your financial life to create a complete economic picture, ranging from short-term to long-term goals, while ensuring that they all work together for you.
Among several of David’s duties and goals, he has implemented a comprehensive financial planning software tool for our clients.
Outside of work, David enjoys outdoor recreational activities, especially racing utility task vehicles (UTVs) with his wife Jennifer, participating in competitive shooting, and spending time with his family.
1800 Blankenship Rd., Ste. 160
Portland, OR 97068-4173
“Jack is always helpful, professional and committed to doing the very best possible for our clients on many different occasions.”
Michael A. Greene
Rosenthal & Greene, P.C. (Portland, Oregon)
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