My Profile | Network In Action
  • Basic Information

  • Company
    Edward Jones
  • Phone
  • Mobile phone
  • Email
  • What is your "why"? Why do you do what you do?
    I love people and have a passion to help others. Financial worries and stress are a leading factor in depression and negative relationships. I have a passion to help others gain and maintain confidence in their financial picture in order to live their life to the fullest.
  • About me
    I was born and raised in Kansas City, Missouri (GO CHIEFS!), but I have called Houston home for 16 years now. My wife, Norma and I have been married for 10 years and we have 3 amazing children. Lincoln (5), Sawyer (3), and Finley (4 months). Norma is a passionate 1st grade teacher at Rees Elementary in Alief ISD and I am a Financial Advisor officed at Kirkwood and I-10 in Houston. We love being at home or outdoors as a family when we are not at work or church. We have been rooted with our church family for 16 years as well and enjoy the fellowship with many other church friends and family.
  • Profession
    Financial Services
  • Title
    Financial Advisor
  • Hobbies and interest
    exercising, reading, podcasts, chasing my kids around
  • Website
  • Education

  • College / University
    University of Houston - Downtown
  • Graduation Year
  • Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
    Have you wondered if you will have enough money to retire and STAY retired? Have you wondered what bucket you should spend from first, second, and third when you retire? Do you value Advice? Do you value working in partnership? Do you need help organizing assets or growing assets efficiently and consistently? Do you want a partner to help develop a financial plan and help you execute the plan consistently?
  • Describe How You Would Like To Be Introduced Via Email
    David has a passion for helping his clients become more confident in their financial plan. He works with a select group of clients who value advice, enjoy working in partnership, and would like to outsource their day to day investment decisions. During a visit with David, he will ensure you learn something new, gain clarity on your current progress relative to your important goals, and lastly, he will help determine if he is a best fit to serve you or if you may benefit more by being introduced to an alternate advisor.