After graduating Texas A&M University in 1978 and working in agriculture, David returned to Bryan/College Station in 1983 to begin a career in the securities and financial planning industry. He and his wife of 42 years, Kathy, have two grown children. His professional credentials include the CHARTERED RETIREMENT PLANNING COUNSELOR™, CHARTERED MUTUAL FUND COUNSELOR ™, and ACCREDITED ASSET MANAGEMENT SPECIALIST™ designations. These designations are based on rigorous education, examination, experience and ethical requirements. David has spent over 37 years helping investors address the unique challenges of 21st-century retirement and build lasting legacies. Going beyond simply working on behalf of his clients, he seeks to be their educator and provide the tools to participate more actively in the investment process. He has built a career and a practice based on honest relationships and sophisticated knowledge.
