David joined Financial Synergies in December of 2019 as an Associate Financial Advisor. He comes with experience from another reputable advisory firm in the Houston area and is a member of the Financial Planning Association of Houston. He is learning our wealth management business from the ground up and has already proven to be an invaluable asset to our team and clients!
Having completed the core curriculum, he is currently pursuing the CERTIFIED FINANCIAL PLANNER™ certification in order to best serve the needs of our clients. When away from the office, David enjoys spending time with his wife, Tiffany, and their twin boys, Luke and Benjamin. With any remaining spare-time you can find him reading, on a golf course, or on a tennis court. They reside in Huffman and they attend North East Houston Baptist Church.