David’s experience in serving clients with Provision Retirement, and his past in hospitality management, makes him uniquely suited to provide comprehensive financial planning. He specializes in navigating the intersection of Medicare, Social Security, and other retirement accounts, while recognizing the importance of quality service.
David gives clients a trusted voice and peace of mind during their retirement years by taking an abundance of complex information and packaging it into a retirement plan tailor-made for the client.
David is registered with FINRA with a Series 65 and his insurance license through the Texas Department of Insurance.
David was born and raised in the metroplex and earned his bachelor’s degree from the University of North Texas. He lives in Celina, TX, with his wife Laila, their 3 children and 3 doodles. He enjoys spending time with family, traveling and watching his San Antonio Spurs!
David serves clients locally and virtually.