As the Director of Operations, David’s focus is on streamlining operations and improving firm processes. He also helps to administer client accounts and serve as a liaison to the firm’s account custodians. His educational background in financial planning and his experience working in the legal industry make him uniquely suited to keeping the firm functioning efficiently and effectively.
David earned his M.B.A. in Finance from St. Edward’s University and he graduated with a B.A. in Government from the University of Texas at Austin. Outside of the office, he enjoys spending time with his wife and two children, Scarlett and Travis.
Education:
- M.B.A. in Finance from St. Edward’s University
- B.A. in Government from the University of Texas at Austin
Facts:
Enjoys spending time with his wife and two children, Scarlett and Travis.
