David Nash

It all started at a bank…

Back in 2011 I was approached by a close friend about an opportunity. He was the manager at a nearby bank in Homer, Alaska and he thought I would make a great addition to his team. Honestly, I had never really considered working at a bank, but it seemed like something I could really enjoy. I interviewed and pretty soon was sitting behind the desk at our local branch. I served clients the way I always seek to; with their best interest in mind. I consistently aimed to exceed Wells Fargo’s expectations and as a result was quickly promoted. Soon I was serving both individuals and business owners alike. As my business influence grew, I enjoyed connecting clients with services and strategies that were suitable for their businesses or personal finances. 

Becoming a Financial Advisor…

In 2012 I was scouted by Edward Jones Investments and they offered me the opportunity to take my new found passion for finance to the next step: providing direct Investment Advice. I dove into my studies, got my licenses, and began to serve families in my community. Once again I strived to exceed expectations for both the firm and my clients. I dug into learning about investment options that would help people work towards their goals. As I learned more and more about the industry, Skyline Wealth Management was just on the horizon.

Birth of a Wealth Management Firm…

It was early 2016 and I was enjoying the opportunity to serve my clients deeply. A close friend of mine, who had years more experience than I did, showed me the value of running and independent financial practice. I also learned about the significant improvements my clients would experience if I was independent. The choice was clear and Skyline Wealth Management was born.

Going Private…

As time progressed, my practice became more and more established and with that came refinement. I invested in technology to help me isolate competitive options for my clients and the results were clear…it was working.

Years passed and our approach became more and more holistic: Planning, Investments, Insurance, they all found their place in the balance of people’s complete financial picture. In 2022 Skyline Wealth Management made the transition to Skyline Private Wealth as a reflection of our tailored comprehensive style.

Since going independent I have never looked back. My approach to planning and  investing has instilled confidence in my clients. And the best part: I totally love what I do!

I’d love to visit with you personally, learn about what is important to you, your family, or your business. Let’s see if you and Skyline Private Wealth would make a great match.