As a Senior Financial Planner at CORDA, David is committed to delivering exceptional financial planning services to help hard-working individuals, families, and business-owners grow their wealth so they can enjoy the life they want and leave a lasting legacy. David uses his knowledge as an estate attorney and a CERTIFIED FINANCIAL PLANNER™ professional as well as his 8 years of industry experience to help clients along life’s journey.
David is a lifelong Texan who has lived in many parts of the state but currently resides in The Woodlands with his wife, two children, and one hound dog. In his limited free time, he enjoys watching his favorite sports teams (the San Antonio Spurs and SMU Mustangs), traveling, reading, distance running on local trails, and finding interesting new restaurants.
