Established since 1983, it is our mission to help individuals and families achieve their goals through essential financial and tax planning.  We have an unwavering commitment to our clients and are dedicated to the highest professional standards.


David Demars is a Certified Financial Planner CFP®, a Chartered Life Underwriter (CLU), and a Chartered Financial Consultant (ChFC).  He received a bachelors degree in Finance from Brigham Young University and then went on to earn an MBA (also specializing in Finance) from Gonzaga University.

David Demars and his wife Sheryl are the parents of 7 children (6 boys and 1 girl). Outside of work, you can regularly find David and Sheryl attending their children's school and extracurricular activities including music, track, and cross country. It is also well-known that snow skiing is the primary family winter activity.
To learn more about David, please click on the following video link which provides a brief introduction to he and his family: David Demars Video.


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We hope you take advantage of this online resource and visit us often. 

Contact us today:  (907) 283-3060

Find us at:  805 Frontage Road, Suite 200A, Kenai, AK 99611


Check the backgrounds of these financial professionals on FINRA's BrokerCheck.