About David

DAVID LURIE – Regional Vice President

David Lurie is a Regional Vice President. He provides business development support and portfolio management expertise to financial advisors operating in the Pacific Northwest. Over the years he has helped elite financial advisors grow their revenues and build great wealth management businesses

David has 24 years of experience consulting with independent financial advisors and RIA’s. Prior experience includes working with some of the largest TAMP providers, creating a TAMP, and working in the fintech industry.

David’s passion is helping advisors benefit their clients, simplify their lives, and increase their revenues.

David graduated from California State University, Chico with a degree in Economics. He lives in Eagle, Idaho with his wife and 2 children. In his spare time he enjoys being outdoors rafting, fishing, skiing, and exploring.