Searcy Financial Services would like to introduce you to our newest team member, David Bush. David has extensive experience in the financial industry helping connect people to resources that align with their values. His background has provided him with leadership and education skills that help guide people toward understanding where they stand financially and steps they can take to reach their financial goals.
Born in Idaho and raised in Utah, David has lived many places in his lifetime. He has been a Kansas resident for the past 10 years where he and his wife, Anne, raised four sons. He and his sons are active in sports and their Boy Scouts of America troop.
When seeking a transition to an independent, fee-only Registered Investment Advisory firm, David was looking for some key requirements. “Within the industry, many changes and advances were being made and I felt moving to a fee-only organization with a group of specialized, credentialed professionals would best serve my current and future clients,” said Bush. He also required a firm more technology savvy than others, and noted that his clients expect great services that advanced technology can provide. The key factor in joining the Searcy Financial team, he shared, was that our ethics aligned with his.
At Searcy Financial Services, we are passionate about viewing our clients’ wealth from their perspective, to help them achieve success on their terms, where they stand. David pointed out, “Most people pay attention to everything BUT their finances, but a financial advisor can help people enhance their quality of life, provide a healthy mindset and help them enjoy life to a greater degree.” David will help connect individuals, families and business owners to the resources at Searcy Financial that align with their values so they have the ability to feel more comfortable with a financial plan in place.