David Mowad has been a wealth manager since 1995. He graduated from Arizona State University in 1993 with a degree in Purchasing and Logistics Management. He believes his job is to not only create wealth for his clients, but to also protect it. This is accomplished by providing a strategy and more importantly the discipline to stay on track with your financial goals. “I like to keep things simple; complication just makes room for error.” In addition to having his Registered Investment Advisor designation, Mr. Mowad is an expert in the analysis, design and management of retirement plan solutions for both public and private companies all over the country.

In the rare instance he is not in the office, check the golf course.