About Us
We are dedicated to helping individuals prepare for their golden years. We understand the importance of financial stability during retirement and strive to provide our clients with the necessary tools and resources to achieve their goals. Allow us to help you navigate the complexities of retirement planning and ensure a comfortable future for you and your loved ones.
David Polatis
Advisor & Financial Planner
Meet Dave. Born and raised in Idaho, he has called Southern Utah home for the last 4 decades. With over 30 years of experience in retirement planning, investment advising, and estate planning, he has seen the obstacles that most face when it comes to mapping their retirement and has helped them overcome those challenges.
But he’s not just your typical suit-and-tie advisor; he knows what it means to have a hands-on approach to everything he does. He grew up on a potato farm and raised 4 boys, it’s in his nature. He cherishes the relationships he has with his clients and is fulfilled when they feel secure in their investment and when concerns are addressed. He has only one mantra “Do what is best for your client, and you will be the best” and that is something he stands by.
But when he’s not in the office, you can find David on the lake with his sons and grandkids, Jeeping in the desert, or watching his beloved football.
Diagnosed with cancer in the spring of 2014, he was determined to overcome this new obstacle and fight to be here for his wife, children and grandchildren. He continues his fight today and is giving cancer something to be scared of.
No matter where you are in the retirement process or how long you’ve been enjoying your Golden Years, give David a call. He’s always willing to give you a first or second opinion and help you feel at ease with your decisions.
Ryan Polatis
Licensed Agent
Hailing from the red rocks of St. George, Utah, Ryan had the dream of becoming a rockstar at a young age, playing on the world’s stage. But when he met his beautiful wife in the summer of 2012, he decided to realize a new dream: raise a family in the place he called home for his whole life.
Trading in his guitar picks for insurance tricks, he was recruited by his father and became the office expert in Medicare and Health products for both Utah and Nevada. He prides himself in helping his neighbors find their way through the maze of Medicare and choose the path that best suits their health & financial needs. Reach out to him to tackle all things medical insurance, whether that’s Medicare, Marketplace, Group Health, or Supplementary Insurance!
Don’t worry. Ryan still became a rockstar. Just ask his wife and 3 kids at home; they get a private concert every day, and so do the neighbors next door.
Dallas Shaver
Office Manager
Raised in Santa Cruz, California and later in St. George, Utah, Dallas really does bring the heart of The Heartland to the office. You will get to know her very well as she is probably the first voice you’ll hear when you give us a call.
She enjoys getting to know our clients and has a knack for keeping everybody’s head on straight. If you ask David, she is the actual boss.
When she isn’t keeping all of us in line, Dallas enjoys getting outside and camping with her close friends and family on the weekends.