For David, wealth management has never been about chasing markets or following trends. It is about stewardship.

He founded Doceo Wealth to serve families who value thoughtful advice, disciplined investing, and long-term relationships over short-term results. Today, he advises a select group of successful individuals, entrepreneurs, and multi-generational families, helping them preserve and grow wealth through an institutional investment philosophy traditionally reserved for endowments and family offices.

Prior to founding Doceo Wealth, David built and successfully exited a Registered Investment Advisor focused on providing a comprehensive investment and planning platform for financial advisors. Earlier in his career, he served as Senior Analyst and Co-Portfolio Manager, where he worked across derivatives, fixed income, and institutional portfolio management while implementing GIPS-compliant performance standards.

David earned his degree in Financial Economics from Brigham Young University. Throughout his career, he has served on boards including ADISA and Real Assets Adviser. He has also contributed to the Financial Planning Association and regularly speaks at national investment conferences on alternative investments, portfolio construction, and family office investing.

Away from the office, David believes life’s greatest investments are made in family and community. Originally from France, he and his wife, Vicky, are raising their three daughters in Meridian, Idaho. He enjoys traveling together as a family. David appreciates exceptional engineering from fine Swiss timepieces to performance automobiles and remains a lifelong supporter of football, a connection to his European roots.