Background & Focus
After spending 35 years as a successful consumer products sales & marketing professional, David has transitioned into a second career as an independent financial advisor. He focuses his practice on helping his clients develop and execute financial plans for Investment, Retirement, Asset Protection and Wealth Transfer. He believes that building a foundation of trust is essential in the process of helping clients achieve their financial goals.
Education and Training
As a registered representative and Investment Advisor Representative, David maintains a Series 7 and Series 66 license as well as a license for Life and Health Insurance.
David is a graduate of Texas State University with a BBA degree specializing in Marketing and Finance.
David resides in Las Colinas, TX with his wife Kathy and spends his free time gardening, playing golf, boating, watching sports on TV and spending time with David & Kathy’s four adult children and one grandchild.