In the spirit of Thanksgiving and to provide our dedicated employees with additional time to spend with family, our offices will have limited availability from Monday, Nov. 25 through Friday, Nov. 29. If you are an existing client and need assistance during this time, please contact our client support team at 888.565.1681 (Monday – Wednesday only). If you would like to discuss becoming a client, please call 888.920.1320 or view how to contact us via other means here.
David began his wealth management career in 1987 as co-founder of Rowland, Carmichael Advisor’s, Inc., an investment and financial planning firm in Scottsdale, Arizona which was acquired by Mercer Advisors in 2020. His areas of expertise include investment management, real estate and life insurance strategies for high-net-worth individuals and their families. He graduated from Brigham Young University with a Bachelor of Science degree in Business Management. Away from work, David enjoys spending time with his family, scuba diving and riding quads in the Yuma Sand Dunes.
Scottsdale
7033 East Greenway Parkway Suite 290 Scottsdale, Arizona 85254