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.