Investment Advisor Representative -Senior Partner
Prior to merging with Legacy Retirement Plan Services, David was the owner of Guident Retirement Plan Services, a local firm in Dallas which provided retirement plan consulting services for over 7,500 plan participants and $200 million in plan assets. Prior to this David was Regional Director for MetLife Retirement Services. In this role David gained valuable knowledge of the "vendor side" of the retirement plan marketplace. His experience focused on plan pricing, administration, ERISA issues, employee education and investment monitoring. David's strong belief in employee education led him to be part of the MetLife Retirement Services Education Committee which helped create the MetLife 401k education campaign. At Legacy Retirement Plan Services David has leveraged our Legacy advisors knowledge and ideas to create an education campaign for employees that cause them to act. Our goal is to help plan sponsors reduce their fiduciary liability through targeted employee communications and quality investment monitoring.
In addition to the numerous industry associations that David is involved in, he also devotes time to the community. He is a volunteer for his wife's Lovejoy "Art To Go" program. He is an active member of his neighborhood "Vision Committee" and is a youth soccer coach for his son's teams.
Education and Licenses
David received his Bachelors in Business Administration, Finance and Insurance, from the University of North Texas. David is a registered representative of Woodbury Financial Services Inc. and holds the Life & Health Group 1 and Series 6, 22, 63, and 65 FINRA licenses. David is also an Investment Adviser Reprsentative with Woodbury Financial Services, Inc.
David resides in Lucas, Texas, with his wife, Scottie, and two sons.