David Montes

My goal is to build a solid and long-lasting relationship with each and every client. No matter where you are starting from, I will help guide you towards financial security and freedom by protecting your family and your assets. My philosophy is to maintain a high level of integrity while helping my clients meet their financial goals and listening to their concerns and desires in today’s ever-changing market.          

 

David is licensed to sell life and health insurance and has his series 7 securities license. Prior to moving to Colorado, he lived in Minnesota for 12 years with his wife Saliha and their son Aaron. His hobbies include fishing, French cooking and travel.