For over 20 years, David has served his clients at both the institutional and personal level. Throughout his career, he has been laser-focused on deepening his knowledge and expertise across all aspects of the ﬁnancial services industry. He shares this passion for knowledge with the surrounding community through complimentary ﬁnancial education workshops. The goal being to empower those within the community who are approaching or already in the retirement phase of life.
After successfully establishing his personal practice with one of the largest investment & insurance companies in the country, David felt the call to independence and merged his practice in with Spectrum Advisors in February of 2016. This move allowed him to truly serve his clients ﬁrst as a comprehensive, ﬁduciary advisor.
David is fully licensed in investments and insurance. He is also a CERTIFIED FINANCIAL PLANNER™ practitioner, as well as a Chartered Life Underwriter (CLU®). He is a contributing writer for Kiplinger and has been recognized in Texas Monthly, Forbes, and the Wall Street Journal as a Five Star Wealth Manager. He was also recognized in D Magazine’s Best Financial Advisor list.
He graduated with a BBA in Finance from Texas A&M University, where he was a member of the Corps of Cadets (Company D2), as well as the Aggie Men’s Club, a Christian service-based fraternity focused on serving the community.
One of the biggest moments in David’s life was in January of 1992 when he ﬁrst met his bride-to-be. Married since 2000, Libby is his best friend and amazing mother to their three boys, Caleb, Micah and Noah. David and Libby are members of the Frisco Campus of Gateway Church, and get to serve, alongside all 3 boys, on the greeting team. Living in Frisco, David enjoys spending time with his family, running, playing soccer, ﬂy ﬁshing, and golﬁng.
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