David joined Strategic Wealth Partners in June 2020. As a Associate Financial Planner, he assists with a variety of client support tasks such as responding to client inquiries and preparing reviews. David is a financial professional in training and is working towards completing his CFP® certification requirements. David holds the SIE, Series 7 and Series 66 registrations with Lincoln Financial Advisors, and is also a Texas Life and Health Insurance Agent.
Before joining Strategic Wealth Partners, David was the operations manager for a trucking company in Dallas and served in the US Army with the 101st Airborne Division. These experiences have shaped the way he responds to times of uncertainty – with a lot of patience!
David graduated from the University of Texas at Dallas with a BS in Global Business Administration and completed the Certified Financial Planner™ education requirement at Southern Methodist University. David was raised in Albuquerque, NM and moved to Dallas in 2011. When not in the office, David enjoys spending time with his wife Elise and cat Mora, running, hiking, and cooking, especially pizza and BBQ.