David offers his clients nearly two decades of investment and wealth management experience. David has worked closely with a diverse clientele including business owners, families, non-profit organizations, and many others, finding strategies that best fit their financial goals.
My approach to investing is straightforward: I focus on becoming your partner with the goal of building the future you desire. As we work together, I'll thoroughly explain the investment strategies I recommend, so that you'll be comfortable with all aspects of your investment program. I will help you make decisions in your portfolio that will be focused on pursuing the results you want. My mission is to help my clients achieve financial independence through professional advice, sound risk management, quality investment products, and personal, efficient service.
Born and raised in Mississippi, David has a bachelor’s degree in Agriculture Economics from Mississippi State University and his Master’s in Business Administration from Texas A&M University-Texarkana. Over the years, he has served as a board member of the Texarkana Fireman’s Pension and the Texas A&M Alumni Association. David and his wife, Cara have resided in east Texas since 2003 and they have been married for 21 years. They are blessed with two children, Caroline and Payne. Spending time together at the lake as a family is David’s favorite activity along with playing golf, traveling and hunting. David is a member of First Baptist Church Texarkana where he has taught a finance/budgeting class for many years.