My Profile | Network In Action
  • Basic Information

  • Company
    PFS Investments
  • Phone
    281-816-3070
  • Mobile phone
    704-654-0364
  • Email
    dweaver.35aaf@primerica.com
  • What is your "why"? Why do you do what you do?
    2013 Dad Diagnosed with stage 4 lung caner, no 401k, no IRA or Roth, small emergency fund. However he did have property and cars. Mom know nothing of finances or the know how to manage properties. I began a liquidation program and also begin my investment career to help my parent prepare. In 2017 I obtained my Securities license, Invested parents fund as dads health was failing fast. He now on the other as of Apr 2017, Mom is doing well as I have her fully invested and she is living off the interest and not touching the principle and I have structured it in the right way as she gets a raise every year. She no longer has to worry about money coming in and can enjoy her life and spend time with her grand children. I want to be able to do the same thing for every family I am able to guide along their financial journey in creating their plan and build a legacy / succession plan for their families. I make positive impact on families and that why I do what I do.
  • About me
    Most people are worried they won't have enough money to retire. Businesses & families don't plan to fail, they struggle to create a financial strategy & implement it. We Build, Manage & Protect Assets ⤵️ Here's how ⤵️
    ✔️ We create a clear, customized & dynamic financial plans & strategies for business's & families
    ✔️ We help you intentionally implement your plan to reach your needs & future goals
    ✔️ You enjoy your life more & worry less about your money. We won't let you fail.

    My clients appreciate that I listen, educate, and work as a team with them to problem solve & create the right strategy with the appropriate solutions for them. I’m their financial GPS. Using multiple tools such a NaviPlan & a Financial Needs Analysis along with Monte Carlo based scenario's to make sure your future is structured correctly now & well into retirement, so you can enjoy life more & worry less about your money with peace of mind.

    As a helicopter pilot for the US Army, I navigated missions in the Middle East to achieve safety & security for the citizens of our country. As a Senior Navigator for the US Air Force, I helped my fellow aviators navigate intense challenges over eight combat tours of duty. Now, as an Investment & Financial Advisor, I apply the compass of integrity, excellence, & service to help my clients navigate the complexities of the financial markets to achieve their mission of financial independence with exceptional execution.

    SPECIALTIES: Full Fiduciary, Planning for the future & Execution, Inheritance & beneficiary plan | Maximizing gains & Lowering Risk | Money Strategies

    SELECT CLIENTS: Veterans; HNW individuals, Small & Medium Sized Business Owners, Non-Profits Endowment funds & families from Oil & Gas ( O&G ), Aviation, Healthcare, Medicine, Education & people like you who really want to make a difference in their situation.

    Series 6 / 63, 65, 26 Registered Principle
    Licensed in TX, VA, NC, AR, MO, LA, NV, NJ, PA, FL
  • Profession
    401k Advisor & Financial Planner
  • Title
    Investment Advisor Representative
  • Hobbies and interest
    Flying - Airplane & Helicopters
    Fly Fishing
    Camping
  • Website
    https://www.linkedin.com/in/financialgps/
  • Contact Information

  • City / Town
    Houston
  • Describe your perfect referral
    35-65, Married, Home owner, Kids & Employed
    Veterans,
    Woman,
    Small & Medium Sized Business Owners, Non-Profits Endowment funds & families from
    Oil & Gas ( O&G ),
    Aviation,
    Healthcare, Medicine,
    Education & people like you who really want to make a difference in their situation.
  • State
    TX
  • Country
    United States
  • LinkedIn Profile
    https://www.linkedin.com/in/financialgps/
  • Education

  • College / University
    University of Central FL
  • Graduation Year
    2001