David is a seasoned financial advisor and Certified Financial Planner™ (CFP®) with a strong background in financial planning and wealth management. He previously held both his Series 7 and Series 66 licenses and has worked with leading global investment firms, bringing a wealth of experience to every client relationship.

A proud graduate of Eastern Washington University, David earned a double major in Economics and Finance, providing a solid foundation for his career in the financial services industry. Originally from the Pacific Northwest, he brings a thoughtful and personalized approach to helping clients navigate their financial journeys.

David finds deep fulfillment in empowering individuals and families to make informed financial decisions and takes great pride in witnessing their long-term success. He is committed to delivering customized strategies that foster confidence and promote lasting financial well-being.

Outside of work, David enjoys an active lifestyle, spending quality time with loved ones, discovering new restaurants across the DFW area, and sharing his culinary adventures with friends. He’s also an avid guitar player with a passion for music across a wide range of genres.