Professional
After working in the corporate world running country clubs for seven years, I switched careers and started building my practice. It was one of the best decisions I've ever made. I enjoy building the strong relationships with my clients and seeing them thrive. I enjoy having a positive impact and helping create a vision of Financial Security. Secondly, I cherish the flexibility the career eventually provided me in my personal life. I'm looking so forward to the next 10, 15, 20 years to grow with my clients.
Designations
Chartered Life Underwriter (CLU®)
Associations and Memberships
National Association of Insurance and Financial Advisors
Years of Experience
In business since 1998.
Education
Texas, U of (Arlington) - Marketing (Bachelor of Business Administration)
Personal
A lifetime resident of the metroplex area with a home in north Fort Worth. He married Andrea in 2001 and they have two precious daughters named Payton and Bryn.
Both daughters play volleyball and that is a full-time family affair! David enjoys cycling and golf. He and Andrea love to entertain at their home and take family vacations.
Lending a hand in my community.
I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Tax-Efficient Strategies
Investment Planning & Strategies
Life Insurance Strategies
Disability Planning for Physicians & Dentists
Business Planning & Succession
Advisory Services