David is focused on helping clients work toward their retirement dreams through a well-thought-out financial strategy for retirement.

Raised in a middle-class family of business owners where every dollar counted, David understood the power of hard work and saving. As an adult, he knew he wanted to help other hard workers achieve the life they dreamed of — and deserve. As a financial advisor, he is experienced not just in holistic planning but in building long-lasting relationships with his clients. Over the years, he has honed his skills in listening to and communicating with clients as he works to help them best understand their needs.

“Developing a plan focused around your specific goals is all that matters,” he says.

David has passed the Series 65 securities exam and holds life, health and annuity insurance licenses. He attended the University of North Texas, where he studied marketing and real estate. David and his wife, Rome, live in Midlothian, Texas, with their children, Quinn, Kiely, Kierston and River, and two dogs, Star and Squirt. In his free time, David enjoys golfing — even though he’s not very good — all things auto racing and spending time with family and friends.