Meet Dave

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Meet Dave

As a CPA for almost three decades and the founder of the Retirement Risk Advisors, Dave has spent years building the groundwork for the risk-based approach to retirement planning. Dave got his master’s degree in accounting from Southern Utah University.

Dave has taught over 200,000 CPAs and financial professionals through webinars, his podcast, and speaking engagements on the risks facing their retirements and how to get the safest, most secure retirement they deserve.

Dave is a Top Presenter with CPAacademy, and has spoken on various radio shows and podcasts about his passion for helping people to a better retirement. In May of 2023, Dave published his book Getting Safely Through Retirement: A New Paradigm to Retirement. His book acts as a detailed guidebook for modern retirement planning with strategies that can reduce the financial retirement risks many may face.

While Dave grew up in Utah, he has lived all across the country, and now resides in Tennessee with his family. When he isn’t helping people get to a safer retirement, he can be found spending time with his family and community.

Dave’s Specialty Topics:
Services:
Speaking/Webinars:

Have Dave at your next event or training session to discuss 21st century retirement risk education and planning. (See focus topics for more details)

Podcast, Radio, TV:

Welcome Dave as your guest to talk about risk-based retirement planning.

Consulting:

Connect with Dave and our leading retirement risk experts to consult on portfolios, retirement risk education, or even retirement options for your firm.

Our Contact

Phone

855-491-0400

Email

support@rra.agency

Address

1309 Coffeen Avenue, Suite 3851, Sheridan, WY 82801

Book Dave today!

Want to interview Dave or have him on your podcast or radio? Email media@retirementriskadvisors.com and we will get in touch with you as soon as we can!

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