David uses Values Based Financial Planning to align your financial choices with your most important goals and your most deeply held values. He has a comprehensive process to consolidate, coordinate and simplify your financial life in a way that brings you more confidence and clarity about your future. He works to help his clients put their entire financial house in order and keep it that way forever!
A native Texan, David earned a bachelor’s degree from the University of Texas. He also graduated from the ABA National Graduate Trust School and earned the Certified Trust and Financial Advisor designation in 1992. He has also undertaken graduate studies towards a Masters Degree in Financial Planning at the College for Financial Planning.
David has worked with investors for more than 20 years at trust departments, large banks, and investment companies such as Merrill Lynch, Fidelity, and Bank One. He joined Capital Consulting (now Prosperion Financial Advisors) in 2004.
David has been married to Kay for more than 25 years. They have four children and live in Centennial. They enjoy serving in leadership roles at church and as community volunteers.