David, or Dave as he is more commonly known, started his career at a smaller firm in Casper, Wyoming. Being at a small firm gave him the opportunity to immediately start working directly with clients and gave him real world experience in tax and audit work. Dave has been with Cook Martin Poulson, since 2005. His initial tasks involved assisting the audit department on overflow work and working in our tax department. After a short time in the Logan office, Dave transferred down to our relatively new Salt Lake City location where he continued to perform audit work and he helped to keep things moving in the tax department. Not long after Dave moved to Salt Lake, the CMP audit department had enough staffing for Dave to work full-time in the tax department. It was then brought to Dave’s attention that the CMP retirement plan department needed some assistance. Dave has always been a team player and due to excellent training along with Dave’s desire to learn he quickly became the firm’s technician on 401(k) plans.
Dave has been instrumental in growing our 401(k) practice from around 100 plans, mostly small plans that CMP was the tax firm for, to over 400 plans, which are mostly independent of any other CMP provided services. The 401(k) department at Cook Martin Poulson now includes 9 people including 3 partners and it continues to grow.
Dave spends about 80% of his time on 401(k) plans with the other 20% helping to manage the Salt Lake office. His knowledge of both 401(k) rules and the tax code have benefited CMP clients in helping 401(k) clients understand certain tax ramifications of certain actions taken in a 401(k) plan as well as helping tax clients understand how, when, and what type of retirement plan is best for them. Dave travels all over the country in order to obtain the best continuing education that is available to best help business owners and 401(k) plan participants. Dave has also become well known enough in the industry to be invited to special meetings that are completely sponsored by some of the more well-known record keepers (such as John Hancock and American Funds).
When not at work, Dave’s favorite pastime is spending time with his family. Dave has been married to his favorite person, Robyn and together they have two children, Justin and Samantha. As a family, they love watching football and basketball as well as home improvement projects and traveling.
- Bachelor of Science in Accounting – Southern Utah University
- Master of Accountancy – Southern Utah University
- Certified Public Accountant – Utah
- American Society of Pension Professionals & Actuaries – Associated Professional Member