Practice Focus
- Individual & Business Financial Planning
- Estate Planning Strategies
- Retirement Plan Selection & Evaluation
- Special Needs Planning
- Investment & Insurance Analysis
Education/Certification
- BBA in Finance from Texas A&M University
- Certified Financial Planner (CFP®)
As an independent financial planner, David has provided customized
investment advice for over 15 years, having recently joined Navigation
Financial Group, a business of Securities America Inc. in 2014.
Before joining Navigation Financial Group, David was Vice President, Senior
Account Executive, and a lead adviser at Fidelity Investments. After 15 years
with Fidelity, David joined Navigation Financial Group to offer more
opportunity and strategies for his clients.
David specializes in developing innovative and creative solutions to help meet
his clients' retirement planning and estate planning objectives, while educating
investors about effective ways to achieve their personal financial goals. He
believes in a comprehensive approach, which includes designing plans tailored
to each individual client to help reduce risk and taxes, while focusing on longterm performance, sustainable retirement income, and effective estate
protection. David is passionate about serving his clients by helping them
accomplish the things that are most important to them.
David holds many industry designations including CFP (Certified Financial
Planner), fixed and variable insurance, as well as maintaining his series 7, 63,
and 66 industry licenses.
David is a graduate of Texas A&M University with a Bachelor’s of Business
Administration in Finance.
He currently resides in Allen, Texas, with his wife Christy, two children, and
Charlie, his Labrador Retriever.