Broker Check

David Grzesk

Wealth Management Advisor



Chantal Cortez

Administrative Assistant (St. George, UT)


Let's Get In Touch!  Meetings can be held in person, virtually, and over the phone. Click your desired meeting type and a day/time that works for you. You will be prompted to fill out your contact information and you can add any additional comments before confirming your meeting.

Schedule a 15 minute introductory phone call.

15 Minute Call

Schedule a 60 minute virtual meeting via Microsoft Teams.

60 Minute Virtual

Schedule a 60 minute in person meeting.

60 Minute In Person