Securing Family Legacies Since 1981
Our Company
Meet the Team

David Mohn, President
David brings over 45 years of dedicated experience in the insurance and financial services industry. Driven by a passion for helping clients make wise financial decisions, he specializes in minimizing risk, protecting assets, and using strategic leverage to create and preserve wealth that becomes a lasting legacy for families and businesses. His expertise includes advanced tax mitigation strategies, estate and legacy planning, and business continuation planning. David built SD Mohn Insurance Services on a foundational value: the client always comes first. To deliver truly unbiased and independent advice, he made the deliberate choice to keep the firm independent — free from the control or influence of any outside insurance carrier. A firm believer in long-term legacy, he sees his son, Scott, as his natural succession plan. Together, they share the same strong moral and ethical values, giving clients the confidence of consistent, trustworthy guidance across generations. Outside of work, David enjoys traveling the world — especially to Italy — with his wife of 48 years, Dani. They also cherish spending time with their four grandchildren in California and Oklahoma. David looks forward to continuing his impact by helping clients create meaningful legacies that benefit this generation and the next.

Scott Mohn, Vice President
Scott brings 15 years of experience in the insurance and financial services industry and a lifelong passion for business. Growing up with a strong interest in business operations and numbers, Scott studied accounting and business management in college. He launched his insurance career independently in Montana before joining his father, David, at the family firm. Scott complements the company’s deep experience with modern balance and innovation. From sales and client service to technology implementation, he helps the company stay efficient and competitive in today’s fast-paced environment. Through hands-on mentoring from his father, industry networking, and studying advanced financial strategies, Scott has developed a well-rounded expertise that strengthens the firm’s ability to deliver exceptional results. As David’s succession plan, he ensures the firm’s independence, integrity, and personalized approach will continue for the next generation of clients and their families. Scott lives in the foothills of the Sierra Nevada mountains of California, near Lake Tahoe, with his wife Kourtney of seven years and their two young children. He is raising his family with the same integrity and values his father instilled in him. They enjoy boating, kayaking, backpacking, and exploring California’s diverse outdoor landscapes from the mountains to the ocean. Scott also gives back to the community by coaching Little League, while Kourtney volunteers at their children’s school.
The Power of Liquidity
Independent Producer Group Member
First Financial Resources
As a Member of First Financial Resources (FFR)—the only 100% Member-owned life insurance distribution group in the U.S.—our firm benefits from direct relationships with top carriers, access to competitive products and resources, and a collaborative network of experienced professionals. This association allows us to deliver a streamlined service, a broader range of high-quality insurance solutions, and more informed guidance to clients, all while maintaining true independence and alignment with their best interests.
- 59 Years Combined Experience
- $250+ Million Benefits Written
- $100+ Million Wealth Created
- $500+ Million Assets Protected
- $150+ Million Tax Savings
- Licensed in 10+ States