Philosophy
David has a strong desire to help others be financially healthy. He prioritizes his client’s goals and personal aspirations enabling him to lead them to their desired future financial outcomes. Varied financial applications are utilized to help with each client’s individualized goals. All clients are coached throughout the process with an individual personal commitment to professionalism, integrity, and high ethical standards.
Products and Services
· Fixed Annuities
· Life and Health
Licenses
· Life & Health
Professional Experience & Qualifications
Joined: 2021; guided by executive co-workers with fresh ideas to fit each individual client.
Personal
· Born and raised: Houston Texas
· Graduated: 2021
· Hobbies: Working out, Serving, Softball