With more than 30 years of experience in the industry, David helps his clients identify their financial needs and determine customized strategies that can help them work toward their retirement goals. David holds the FINRA Series 65 License, holds life, accident and health insurance licenses in Texas and is registered as an Investment Adviser Representative (IAR). David has over 15 years of experience assisting educators in preparing for their retirement within the TRS system. Originally from Pittsburgh, Pennsylvania, he and his wife, Kathy, now live in Lucas, Texas, where they built their retirement home. The couple has three grown daughters: Morgan, Madison and Allyson. David enjoys spending time with his family, golfing, hunting and gardening.