David brings a unique perspective to investing and financial planning, shaped by his diverse background. From growing a successful real estate business to taking on a consultative role in software for Venture Capital and Private Equity firms, he has gained a deep understanding of financial strategies and investment opportunities.

As individuals move through their careers, the focus is often on accumulating wealth and maximizing growth. As they approach retirement, the investment philosophy shifts as they transition into the distribution phase of life, retirement. David specializes in guiding clients through this transition, helping them convert years of hard-earned savings & investments into sustainable retirement income that ensures long-term financial security and peace of mind.

David is proud to have built a highly responsive, high-touch practice, with a personal approach to comprehensive financial planning, that seeks to build and safeguard his clients retirement nest eggs, ensuring long-term prosperity.

By collaborating with internal and external subject matter experts—including CPAs, estate planning attorneys, and other professionals—David delivers an integrated approach that enhances the client experience and drives meaningful financial success for his clients’ retirement.

As an author, David is excited to release his latest book, Resilient Retirement: Framework to Maximize Your Social Security, later this year—stay tuned!

Based in Denton, TX, David enjoys life with his fiancé Gojko and their two furry kids, Ellie and Luka.

When he is out of the office, you’ll be sure to find him walking his pup, playing golf, disc golf, or honing his billiards game.