Team

David is a Native East Texan that received his B.B.A. in Finance from the University of North Texas. He got his first start in the financial service industry with Northwestern Mutual in 2007 after graduating from UNT. David has also...

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 achieve their life goals. Nick had a successful career in the automotive collision paint and...