David has extensive experience in corporate finance, business valuation and in small business management consulting. In corporate finance for securities brokerage firms, he helped structure, underwrite, and syndicate over $100 million in private and public stock offerings. He has performed and supervised over 200 business valuations and helped build a valuation department that produced over 500 business valuations a year. In the past, he has been a Controller/Financial Principal for Securities Brokerage Firms, worked in public accounting, owned his own Valuation Consulting Firm, and served as a Budget Officer in the USAF.
He earned his Bachelor of Science Degree in Accounting at the University of Northern Colorado and completed graduate work in business administration and accountancy at the University of Oklahoma.
In addition to a Certified Public Accountant, he holds the Accredited in Business Valuation (ABV) designation issued by the American Institute of Certified Public Accountants (AICPA), the Certified Business Appraiser (CBA) and the Accredited in Business Appraisal Review (ABAR) designations issued by the Institute of Business Appraisers.
He is a member of the American Institute of Certified Public Accountants (AICPA), and the Institute of Business Appraisers (IBA). He earned the National Award for ‘The Best Certified Business Appraisal’ from the IBA. At the time of receiving the award, only eight other individuals have received the award since the IBA was founded in 1978.
Interesting Tidbits: David comes from a family with a tradition of making significant contributions to the local community. Marcetta Rhoads Lutz, his mother, was Arvada Woman of the Year in 1987, was inducted into the Jefferson County Hall of Fame in 1995, and was awarded the Arvada Chamber of Commerce Image Award in 1982 for her contribution to the documentation of local history, having authored numerous books on the history of Arvada and as a founder of the Arvada Historical Society. Harold D. Lutz, his father, past Judge and Attorney, founded numerous recreation districts, including North Jeffco Recreation District which resulted in the naming of the baseball fields at 64th and Kipling, the ‘Harold D. Lutz Sports Complex.’