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.

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 playing golf, disc golf, or honing his billiards game.

CRD #: 7973311

Lic #: 3206824