David Schofield, RFC®
Employee Benefit Specialist, Financial Advisor
Dave strongly believes in a comprehensive approach to pursue financial success. He listens carefully to his client’s wants, needs, goals and desires, then helps them make strategic, well informed financial decisions for their immediate, mid-term and long-term money needs while considering risk/reward, fees, liquidity, and future income, using a wide variety of investment and insurance products to assist in accomplishing their desired outcomes.
Dave provides employee benefits, 401(k), Roth IRA, IRA, retirement planning, life insurance planning, health insurance planning, disability insurance planning, estate planning, investment portfolio management, tax planning and wealth preservation strategies.
He began his career in the financial services industry in 2004 shortly after graduating from BYU-Idaho with a degree in Business Management and Marketing. He currently holds FINRA Series 6, 7, 63, and 65 registrations. Dave also maintains his Life, Disability, and Health Insurance licenses in several states. He holds a Certificate in Financial Planning from Kaplan University.
He is married to Rachael Webster from Rexburg, Idaho. They have three beautiful daughters and handsome son. They enjoy most of what the great Idaho outdoors has to offer. They also enjoy spending time in Island Park throughout the year with family and friends.