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David has worked with private clients for over 20 years. He works with clients in a variety of disciplines including financial planning, investment management and tax and personal risk mitigation. He also assists in designing and implementing estate and other sophisticated tax planning strategies.
For Institutional Clients, he serves as an Accredited Investment Fiduciary (AIF®), evaluating plan design, analyzing investment performance, and identifying plan opportunities, such as cost reduction and custom tax strategies. Along with partner Brittany Smith, David delivers 401(k) management oversight and on-site participant education. They also equip plan sponsors with regulatory and compliance knowledge.
As Managing Partner David’s responsibilities include leading the business development efforts for the Wealth Partners Alliance, including client acquisition, advisor growth and new partner recruitment. David is passionate about educating other financial advisors who are interested in transitioning about both the opportunities and challenges of moving their practice to the independent space.
Prior to WPA, David served as a Managing Director at Wells Fargo Advisors for over 20 years in the Crescent in Dallas. During his tenure there, he earned several key industry designations: Certified Trust Financial Advisor, underscoring his proficiency in trust and estate planning, and Certified Professional Athlete Advisor, highlighting his ability to navigate the unique financial needs of professional athletes. David's background in finance, his dedication to serving his clients and his leadership for other advisors make him a true standout in the industry.
An avid outdoor enthusiast, David enjoys snow and water skiing, scouting, camping, scuba diving, and off-shore fishing.
David’s favorite things to enjoy in Dallas