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 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 financial success by identifying wealth management concerns and developing alternative solutions using a goals based approach.
David is married with two daughters. He loves spending his free time outdoors, completing a home project or just hanging out with the family.