David M. Smith, CFP®

Position: CEO

Upon graduation from the United States Military Academy in 1971, Dave served in the military in Germany until 1977 departing with the rank of Captain.

After military service in early 1977, Dave began providing full financial planning services to officers, senior enlisted and civil service personnel stationed in Europe. There was such a need for this that he founded Intervest in 1980 and began recruiting other advisors to expand to all areas where US forces were stationed. From the beginning, the focus was on needs-based full financial planning using the latest technology for planning and the most competitive financial products for solutions.

In 1988 he established the Broker/Dealer and Registered Investment Advisor which were relocated to Colorado Springs in 1990 to expand to the US market and diversify the client base.

Dave left Intervest from 1992-1996 to build a national marketing group for the Fortis companies utilizing the same principles used in building Intervest. After returning to Intervest, Dave brought the skills he learned in running a very large distribution company back to Intervest.

Dave has two sons and enjoys golf, skiing and boating.