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David G. Wilson

December 15, 2017

David G. Wilson

David specializes in working with families and business owners as their personal “CFO” by creating and implementing a financial roadmap designated to help them pursue their goals.

David has been fascinated with the stock market since his high school days and started his career as a due diligence and financial analyst before beginning his career as a financial advisor in 1982. David is a proud graduate of the University of Washington (Go Huskies!) with a Bachelor of Arts in Business Administration and received his MBA from the University of Utah. He and his wife of 34 years, Mary, live in Camas.

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Planning for your retirement as a business owner can be complex - saving enough, minimizing taxes, and planning your exit. Let us handle the details of your retirement so you can focus on what you do best: running your business.