David received his Bachelor of Arts in English and History from Trinity University. He is a licensed general securities representative, life and health insurance agent and variable insurance products agent. David initiated his career in the financial services industry in 2005 at Wells Fargo, and in 2007 he joined H.D. Vest Financial Services where he trained, serviced and educated the company’s top financial advisors.
He obtained the Certified Financial Planner™ (CFP) designation in 2011, the Chartered Financial Consultant (ChFC) designation in 2014, and holds the Certified Funds Specialist (CFS) designation. Outside of the office David stays active coaching his son’s soccer team, running half marathons and 5k’s, and hiking nature trails with his family. He also volunteers with the Knights of Columbus and the North Texas Food Bank.
“A lot of people struggle with a plan that outlines how they save for retirement, how they spend in retirement, and how their savings and investments are positioned. I’m a big believer in the financial planning process, and I take pride in the customized advice and guidance that we provide to our clients and their families.”