David Spak

I was born in Wisconsin and grew up in Warren Ohio, where in high school I met my wife, Kelly. My dad transferred to Flagstaff AZ, where I went to college at NAU, earning my bachelor's degree in business management, and put myself through graduate school, earning my MBA.

I graduated from NAU in 1990 and Laughlin, NV was going to be the next Las Vegas. I began my casino career opening the Flamingo Hilton Laughlin (currently the Aquarius) in hotel sales. I next went to the Ramada Express (currently Tropicana) where I worked in finance and accounting. My next position was in finance and marketing at Harrah’s Laughlin.

After my 13-year casino industry career, I left the casino industry and was asked to join a local construction company, Larry D Builders, becoming their commercial construction estimator. After five years in estimating here in Bullhead City, we needed to relocate to Gulfport, Mississippi to help my family take care of my parents. I continued working in construction estimating for 10 more years, until we had the opportunity to come back to Bullhead city and work for Edward Jones.

I became a financial advisor to use my education and life experiences to help my clients reach their financial goals. We use an established process to customize each client's unique portfolio to help them achieve that goal. What is important to my clients is important to me, when they succeed, I feel enormous satisfaction in knowing that I was an essential part of that success. My interaction not only includes follow-up meetings to ensure portfolio growth stays on track by making adjustments to it along the way, but also ensure that they don’t take on any more risk than they were comfortable with.

Kelly and I are so fortunate to have such a wonderful marriage, (31 years and counting) and to be back in the area we love. We look forward to meeting new friends and old and getting back into boating along the Colorado River. I am now welcoming new clients.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Portfolio Reviews
  • New Investors
  • Entrepreneurs & Business Owners
  • Business Retirement Plans

My Personal Interests

  • Camping
  • Fine Dining
  • Golfing
  • Cooking
  • Personal Fitness

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed
Email Me

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