(801) 221-2656

west capital advisors

About Us

David West

David is the Founder and Managing Partner of West Capital Advisors Inc., which specializes in helping preretirees, professionals and business owners develop comprehensive solutions to decisions regarding their wealth. He has over 30 years of experience in assisting clients to not lose money to unnecessary income taxes, inefficient financial structures, and uncompensated risk investments.

He received his Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations in 2002. David is recognized as an outstanding teacher and public speaker, having presented numerous economic education seminars to professional groups across the country. He has been published by Fortune Magazine. He earned a B.S. in Business and History at Montana State University at Billings, and a Master in Business Administration from the University of Phoenix.

In 1997, he began his participation in the clinical trials of the Doctors Economic Research Project. 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 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.

David and his wife, Katheryn, are the proud parents of nine children. He and Katheryn reside in Orem, Utah. His hobbies include history, hiking, weight lifting, running and travel.

James Bushman

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, his wife Christina, and daughter Abigail reside in Bountiful. His hobbies include outdoor activities, traveling, and playing sports.