Utilizing a collaborative team approach, David learns a client’s goals and aspirations, then incorporates them into the appropriate classification. Taking advantage of leading-edge technology to analyze a client’s life stages puts them in the best position for financial success.
David has more than 30 years of experience in both the healthcare and financial services fields. David holds a bachelor’s degree in finance from University of North Texas and a master’s degree in business administration from Loyola University Chicago.
David is active with several industry organizations. He also works with many community-based organizations serving on boards and advisory councils.
David enjoys playing golf, traveling, and spending time with his family.
The AIF® Designation certifies that the recipient has specialized knowledge of fiduciary standards of care and their application to the investment management process. To receive the AIF® Designation, the individual must:
In order to maintain the AIF® Designation, the individual must annually attest to being in compliance with the AIF® Designee Code of Ethics, and accrue and report a minimum of six hours of continuing education. The AIF® Designation is administered by the Center for Fiduciary Studies, the standards-setting body of fi360.
The Master of Business Administration (MBA or M.B.A.) degree originated in the United States in the early 20th century when the country industrialized and companies sought scientific management. The core courses in an MBA program cover various areas of business administration such as accounting, applied statistics, human resources, business communication, business ethics, business law, business strategy, finance, managerial economics, management, entrepreneurship, marketing, supply-chain management, and operations management in a manner most relevant to management analysis and strategy.