Watch This Video To Learn How To Maximize Your Retirement Readiness

About David  

David is the Founder and Managing Partner of West Capital Advisors, Inc. which specializes in helping pre-retirees, professionals and business owners develop comprehensive solutions to decisions regarding their wealth. He has over 30 years of experience in assisting clients to not lose money to unnecessary income taxes, inefficient financial structures, and uncompensated risk investments. 

He received his Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations in 2002. David is recognized as an outstanding teacher and public speaker, having presented numerous economic education seminars to professional groups across the country. He has been published by Fortune Magazine. He earned a B.S. in Business and History at Montana State University at Billings and a Master’s in Business Administration from the University of Phoenix.

In 1997, he began his participation in the clinical trials of the Doctors Economic Research Project. In this capacity, he provided capital accumulation and capital distribution planning services, insurance products, and investment advisory services to doctors and business owners/executives who were members of associations participating in the Doctors Economic Research Project. Once again, he distinguished himself with his commitment, competence and dedication to assisting clients in the achievement of their economic objectives of personal freedom and personal significance. Within three years, David became one of the most productive members of a group of financial consultants who established industry records for sales of insurance products and placement of assets under management.

David and his wife, Katheryn, are the proud parents of nine children. He and Katheryn reside in Orem, Utah. His hobbies include history, hiking, weight lifting, running and travel.

Let's Meet

Schedule An Appointment for Your Complimentary Retirement Analysis

In this analysis, you'll discover...

  • How to help simplify the issues critical to your retirement.
  • How to transition from a savings plan to an income plan
  • If adjustments are needed to your current retirement strategy.
  • A plan that's aligned to maximize your retirement. 
  • You'll have a process to act as a guide as you go through your retirement.


We help advance the retirement readiness of pre-retirees and retirees to help them get the most from their retirement savings. Striving to provide secure income and peace of mind is at the core of each retirement plan.

Two Complimentary eBooks

In these eBooks you will learn...

  • How long your money will last if you stop working today.
  • The appropriate spending rate for your retirement savings.
  • The pre-retirement income needed to maintain your current standard of living.
  • How longevity affects funding your retirement.
  • And much, much more! 

Test Your Knowledge About Retirement Readiness 

Contact Us

Still have questions about your financial future? Our team is here to help. You're one click away from expert answers to your most critical retirement questions.

West Capital Advisors
1367 South 740 East
Orem, UT 84097  

Phone: (801) 221-2656