David joined Financial Synergies in December of 2019 as a Financial Advisor. He comes with great experience from another reputable advisory firm in the Houston area and is a member of the Financial Planning Association of Houston. He has also earned the top financial planning credential of CERTIFIED FINANCIAL PLANNER™ professional.
David is the lead advisor for the Financial Synergies Pathway® program, which is designed for clients in the early stages of building wealth. He has a passion for assisting people in making financial choices that help them meet and exceed their goals. He enjoys building relationships with clients and assisting them through their financial life.
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.