David Demars, MBA, CFP®, CLU, ChFC
David Demars, MBA, CFP®, CLU, ChFC

David Demars, MBA, CFP®, CLU, ChFC

Certified Financial Planner™

David Demars is a CFP®, CLU, and ChFC with a Finance MBA from Gonzaga and a bachelor’s from BYU. He joined Demars Financial in 1996 after starting his career at Price Waterhouse. He’s securities licensed (Series 7, 24, 63, 65) through LPL Financial.

David Demars graduated with an MBA specializing in Finance.  In 1987, David took a sabbatical from college studies to serve as a missionary for the Church of Jesus Christ of Latter-day Saints in Santiago, Chile.  Upon leaving BYU, he worked for Price Waterhouse for several years, before moving back to Spokane in 1996 to start working with Demars Financial.  David is a Certified Financial Planner CFP®, a Chartered Life Underwriter (CLU), and a Chartered Financial Consultant (ChFC).  He received a bachelor’s degree in Finance from Brigham Young University and then went on to earn an MBA (also specializing in Finance) from Gonzaga University where he has taught several semesters in the MBA program on what topic you ask?  Finance of course.  David is security licensed with Series 7, 24, 65 and 63 held through LPL Financial.

Meet Our Full Team

David Demars, MBA, CFP®, CLU, ChFC

Certified Financial Planner™

Taylor Demars, MBA, CFP®

Certified Financial Planner™

Brent Sears, CFP®

Certified Financial Planner™

Laura Carlson

Operations Manager

Shelby Wulf

Client Service Associate

Melinda Frost, MBA

Head of Tax Preparation

Rachel Atwood

Tax Service Associate

Emily Seiffert

Tax Service Associate

Peter Bock, MBA

Portfolio Analyst

Ted Demars, MBA, CLU, ChFC

Founder, Retired

David Demars, MBA, CFP®, CLU, ChFC

Certified Financial Planner™

Taylor Demars, MBA, CFP®

Certified Financial Planner™

Brent Sears, CFP®

Certified Financial Planner™

Laura Carlson

Operations Manager

Shelby Wulf

Client Service Associate

Melinda Frost, MBA

Head of Tax Preparation

Rachel Atwood

Tax Service Associate

Emily Seiffert

Tax Service Associate

Peter Bock, MBA

Portfolio Analyst

Ted Demars, MBA, CLU, ChFC

Founder, Retired

Let’s Talk and See if We’re a Fit!

We’ll talk through where you are now, where you want to be, and how we can help you get there—starting with just a simple, easygoing chat.

Our calls are completely stress-free—guaranteed!