About

David is a Native East Texan that received his B.B.A. in Finance from the University of North Texas. David is also a CERTIFIED FINANCIAL PLANNER® professional. The designation identifies individuals who have met the rigorous experience and ethical requirements of CFP Board, including having successfully completed financial planning coursework at an accredited college or university and passed the 6-hour comprehensive CFP® certification exam. As a CFP® , practitioner, David is proficient in the following areas: Professional Conduct and Regulations, General Principles of Financial Planning, Risk Management and Insurance Planning, Investment Planning, Tax Planning, Retirement Savings and Income Planning, Estate Planning and Psychology of Financial Planning. David has also been a small business owner and brings over 10 years’ experience as an entrepreneur and continually works to increase his knowledge of financial planning concepts and solutions.

David's mission is to help you prioritize your financial goals through a well defined process. He helps clients achieve retirement success by guiding you through a comprehensive retirement income planning process to identify solutions to address common risks you will face during retirement. 

David is married with three daughters. He loves spending his free time outdoors, completing a home project or just hanging out with the family.

Nick's mission is to help guide his clients toward a successful retirement. It brings him great joy working with clients to help conceive and pursue their life goals. Nick had a successful career in the automotive collision paint and repair industry. Holding positions in apprenticeship, technical roles, and management, he has never foregone a challenge.

Nick’s multi-faceted approach to helping his clients includes investment advice, discretionary money management, portfolio management, financial planning, legacy planning, business planning, and strategy diversification. Everybody’s situation is a little bit different, and he is equipped to provide tailored advice and service for each client’s circumstance.

Encouraged by his grandfather, Nick’s interest of investing caught fire in 2006. He began investing in the fixed income markets, and started utilizing the equity markets in 2008.

He earned his bachelor’s degree in finance at LeTourneau University in 2016 while working full-time to support his family. Married since 2009, Nick and his wife reside in Longview, TX and have four beautiful children. They have a passion for children in need. Together they provide foster/respite care for children in the state of Texas, served as childcare leaders at church, and worked with the PTA at Hallsville Elementary.

Nick is an active member of the Longview Chamber of Commerce. He is Co-Chairman of the Chamber Classic Golf Tournament and he is Leadership Longview alumni. Nick has served as a head coach for his church sports ministry, a board member of the Longview Child Development Center, and a Longview AMBUC. Nick holds his Series 7, Series 66, and Life and Annuity Insurance Licenses.

He finds enjoyment spending time with his family and friends. When it comes to the outdoors, anything goes. Whether playing sports, skiing, fishing, or mowing the lawn, he loves to be outside. To relax, he likes to read a good book. While the bible is his core to his reading, Nick doesn’t shy away from a good self-improvement book or fiction novel.

Originally from Illinois, I have been happily married to my husband for twenty-six years. We share our home with two beloved dogs and a shared passion for exploration, especially when it involves setting out on our motorcycle to discover new destinations and adventures. I hold a Bachelor of Science in Interdisciplinary Business Studies from Sullivan University.

A defining moment in my life came in 1995, when I traveled to Oklahoma City the day after the bombing to offer help in any way I could. That experience shaped my lifelong commitment to serving others with empathy, compassion, and action—values that continue to guide me today.

At Ware Financial, I bring that same compassion to my role here. I believe in building genuine relationships with our clients, taking the time to understand their goals and helping them navigate their financial journey with us with confidence and clarity. Before joining Ware Financial, my husband’s military career took us across the country—from Illinois to Colorado, Houston, and Lexington, Kentucky—before we returned to Texas to be closer to family.

We proudly serve as active members of the VFW in Pittsburg, Texas, where his service background and our shared values continue to inspire us to give back to our community

Weston is currently pursuing his bachelor’s degree in business administration and is passionate about building a career in finance. He’s especially interested in how investing and financial planning can empower individuals and families to reach their goals and strengthen their communities. Weston believes that financial knowledge is a powerful tool for creating stability and opportunity for others.

Outside of work and school, Weston enjoys spending time with his fiancé and his dog, Poppy. He values building meaningful relationships and being involved in his community. Weston looks forward to continuing his education and using his growing expertise in finance to make a positive difference in the lives of those around him.