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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 the 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.