Biographical Info David is licensed in Florida and Montana. He has been helping clients since 1996 and has been an NACFC Member since 2020.
Level Starter
Start Date April 18, 2024
Address
1219 13th St South
Great Falls, MT 59405
US
Phone Number (406) 454-8888
Favorite Scripture Verse Yea, though I walk through the valley of the shadow of death, I shall fear no evil. Thy rod and thy staff comfort me…(paraphrased)
Scripture Reference Psalm 23
Profession Accountant, Financial Advisor, Registered Representative
Professional Focus Biblically Responsible Investing (BRI), Charitable Giving, Financial Planning, Insurance Planning, Investment Management, Legacy Planning, Long-Term Care, Retirement Planning, Social Security Planning
Website https://dfsfinancialservices.com
Firm DFS Financial Services