Meet David
David is a Managing Partner based in Houston, Texas. He also serves on the firm’s Investment Committee. He joined Mercer Advisors through the acquisition of Republic Wealth Advisors. Prior to joining Mercer Advisors at the end of 2019, David was a co-owner of Republic Wealth Advisors, serving as a Portfolio Manager and Chief Compliance Officer. David has been helping clients build comprehensive wealth plans since 2006, guiding them toward their financial goals with a strategic and personalized approach. David earned his BBA with honors from The University of Texas at Austin and his MBA from Rice University, with recognition as a Jones Scholar. He is a CERTIFIED FINANCIAL PLANNER® professional and Accredited Estate Planner®.
David’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, David has focused experience in these areas:
- Concentrated stock positions that require strategic diversification and tax efficiency
- Private markets, including fund due diligence, liquidity planning, and portfolio integration
- For corporate executives, guidance on equity comp, concentrated stock, and evolving financial complexity
- Multi-generational planning that aligns with your values and minimizes tax impact
- Complexities of inherited wealth, from taxes to legacy
His working style
David is recognized for his attentiveness to client needs, focusing on what can be controlled — such as providing quick responses and being readily available. He thrives on planning for complex solutions while delivering clear, simple explanations. He has a deep understanding of alternative investment solutions and when it is appropriate to incorporate them in a comprehensive solution. David values collaboration, ensuring inclusivity among all parties and fostering continuity across generations.
David in real life
What keeps you busy outside of work?
I have three daughters (including twins) who keep me on my toes. When I can find time, I like to get away to the mountains in Colorado. I’m also an avid University of Texas sports fan and football season ticketholder.
Favorite thing about where you live?
There is a lot to learn from the pride that Texans carry with them; as the saying goes, everything is bigger in Texas and that includes the way we live life to the fullest and celebrate what truly matters.
How do you give back?
I’ve learned so much over the course of my career, and I hope to pass that wisdom along to the next generation in our profession.
David’s snapshots
Forbes Top Next-Gen Wealth Advisors, Best-In-State 2025: The rankings, developed by SHOOK Research, is based on an algorithm of qualitative criteria—mostly gained through telephone, virtual, and in-person due diligence interviews—and quantitative data. Those advisors that are considered have a minimum of four years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
AdvisorHub Advisors to Watch, 2025 over $1 Billion Nominees were required to have seven years’ experience, $150m minimum in AUM, two years of good standing tenure at their current firm, and a clean regulatory record. The collective AdvisorHub rankings celebrate excellence in scale, growth, and professionalism—qualities that define our team. Participation in this ranking is open to any firm or advisor and there are no fees for participation.
Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that they will experience a certain level of results if Mercer Advisors or its investment professionals are engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either Mercer Advisors or its investment professionals to receive the award or ranking. The award or ranking is based upon specific criteria and methodology. No ranking or recognition should be construed as an endorsement by any past or current client of Mercer Advisors or its investment professionals.
Meet David’s Teammates
Michael Van Boening
Sr. Manager, Financial Planning
What David Says
Michael is an invaluable resource, leveraging his deep knowledge and expertise in financial planning to help clients clearly understand whether their plans are on track.
Clifford (Cliff) Balgos
Client Service Specialist
What David Says
Cliff delivers a client-focused, outcome-driven experience, helping ensure that every need is met and expectations are exceeded. He’s an invaluable resource to our team!
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