David brings a long-term approach to planning. As a result, many of his clients, together after over 30 years, have gained financial independence after experiencing multiple catastrophic crises, with comfort from his steady hand.
Having a deep faith, exercising patience, and employing discipline, David believes that a properly constructed financial plan should guide our path. “My clients become like family, and we deeply care about each one. Their long-term plan does not change when the world temporarily goes haywire.”
- David and his wife have three children, who have successfully left the nest and live in Austin. Nelda and he enjoy their church family, charitable endeavors, traveling, reading, and a round of golf when not working.