David listens to his client’s needs and assesses each situation individually, carefully developing a plan to fulfill that client’s goals. He is registered with FINRA with a Series 65 and sees clients in Grayson, Collin, and other surrounding counties. With a background in hospitality management, he recognizes the importance of quality service.
David’s career experience, and his time helping clients at Provision Retirement, makes him uniquely suited to provide comprehensive financial planning. Specializing in navigating the intersection of Medicare, Social Security, and other retirement accounts, David gives clients a trusted voice and peace of mind during their retirement years. He excels in taking an abundance of complex information and packaging it into a retirement plan tailor-made for the client.
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!