David “Dave” Morrison is Co-Founder of Treasure Valley Financial Planning and has been in the financial planning industry since 2008. He leads the firm’s investment philosophy, portfolio construction, and planning framework, focusing on developing strategies that help clients navigate complexity and make confident, informed financial decisions. Dave is the architect behind the firm’s L.I.F.E. Plan framework and its investment approach, combining disciplined research with real-world application to create thoughtful, adaptable strategies. He spends significant time studying markets, portfolio design, and evolving planning techniques to ensure the firm remains grounded in forward-thinking, evidence-based decision-making. With nearly two decades of experience, Dave brings a deep understanding of how investment strategy and financial planning intersect. His work centers on aligning portfolios with each client’s unique goals, risk tolerance, and long-term vision, ensuring that planning decisions are supported by a strong, intentional investment foundation. He plays a key role in elevating the advisory team by translating complex investment and planning concepts into practical strategies that can be consistently applied across client relationships, reinforcing a high standard of execution and client experience. Dave’s approach is shaped by his background in the United States Marine Corps, where he rose to the rank of Sergeant, and by his experience flying helicopters and fighting wildland fires. These experiences instilled a disciplined, steady mindset that continues to define how he approaches investing, planning, and leadership. A native Idahoan raised in Meridian, Dave enjoys an active outdoor lifestyle with his wife, Tessa, including mountain biking, snowboarding, and hunting, along with spending time with their dogs.
