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David’s vast experience includes 20 years as a wealth manager and 20 years in banking and finance. His passion is helping individuals and families manage their finances in order to achieve their long-term goals while successfully navigating through life events. He helps clients save for the future, live comfortably in retirement, smartly manage their estate, and discover the joy of generosity.
David graduated from the University of Texas at Austin with a Bachelor’s of Business Administration degree with an emphasis in finance.
He has been married to Suzanne for over 25 years. David is thankful for having raised their children in the Lake Highlands area of Dallas. He and Suzanne love to mentor young adults and young married couples as they begin new adventures after high school and college.
David’s favorite things to enjoy in Dallas