David West is the principal and owner of West Capital Advisors, Inc. David takes pride in helping pre- and current retirees with all aspects of their financial plans, and is specifically recognized as one of the finest capital accumulation and capital distribution planning consultants for doctors and business owners/executives in America.
David received his Bachelor of Science in Business and History from Montana State University Billings in 1981. He then continued his education and received a Masters of Business Administration (MBA) from the University of Phoenix in 1984. He began his career in the insurance industry as an agent for Beneficial Life Insurance Company and became an Agency Manager for Beneficial Life from 1985 to 1989. He then became president of The Quest Estate Plan, a financial planning firm, from 1991 to 1996.
In 1997, he began his participation in the clinical trials of the implementation phase of the Doctors Economic Research Project and initiated his highly successful career as an insurance licensed, registered investment advisor for doctors and other high-earning, high-net-worth individuals. In 2002, he received his Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations.
In this capacity, he provided capital accumulation and capital distribution planning services, insurance products, and investment advisory services to doctors and business owners/executives who were members of associations participating in the implementation phase of the Doctors Economic Research Project. Once again, he distinguished himself with his commitment, competence and dedication to assisting clients in the achievement of their economic objectives of personal freedom and personal significance. Within three years, David became one of the most productive members of a group of financial consultants who established industry records for sales of insurance products and placement of assets under management.
His professional experiences and accomplishments uniquely qualify David to lead West Capital Advisors, Inc. He is recognized as an outstanding teacher and public speaker and has presented numerous economic education seminars to professional groups across the country on the findings of the Doctors Economic Research Project.
David and his wife, Katheryn, are the proud parents of nine children. He and his family reside in Orem, Utah. His hobbies include history, hiking, weight lifting, running and travel.
James Bushman is an associate at West Capital Advisors who has trained under David West, the founder and owner of West Capital Advisors. Mr. Bushman consults with doctors and small-business owners to help them increase their overall net worth. He uses the findings from The Doctors Economic Research Project to teach his clients how to be efficient with their earning and savings, maintain control of their money, and show them how to have financial safety during economic difficulty.
Mr. Bushman has received two Bachelor of Science degrees from the University of Utah, one in Mechanical Engineering and the other in Mathematics. He applies the problem solving and analytical skills learned in his education to the financial industry to help his clients achieve success.
Mr. Bushman and his wife Christina reside in Salt Lake City. His hobbies include outdoor activities, traveling, and playing sports.
Brent has been in the financial business for over 30 years and is currently licensed for securities and insurance in the state of Kentucky. In 2012, he was named to the Prudential Annuities Masters Council and heralded for his “commitment to retirement income strategies.” Brent graduated with his bachelor’s degree in communications from Brigham Young University. Brent and his wife, Barbara, have six children and twelve grandchildren. In his free time, he enjoys fishing with his family, horseback riding in the mountains, and participating in the local fair in his hometown in Montana.