Growing up around a family business, David witnessed firsthand the challenges business owners face in planning for their retirement and legacy. This early exposure ignited his passion for helping others navigate the complexities of wealth management. Throughout his career, he has focused on providing CFO-level family office services, tax-efficient wealth strategies, and fiduciary investment and insurance counsel to high net worth clients.
Today, David specializes in guiding affluent business owners, executives, and families through a data-driven, holistic approach to financial planning. He helps integrate tax and estate planning into comprehensive strategies, tailoring each investment portfolio to align with clients’ risk tolerance, financial objectives, and legacy goals. By maintaining close communication, David ensures that his guidance evolves to meet clients’ changing needs.
Community Involvement and Support
- C60 Inc, Board Member
- CFP® Board Foundation for Financial Planning
Education and Certifications
- University of Houston-BBA Finance
- Certified Financial Planner™ professional
- Series 7 and 63 Securities Licenses
- Texas Life and Health Insurance licenses
Professional Experience and Recognition
- Paul Comstock Partners
- Wealth Development Strategies, LLC
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Raymond James is not affiliated with the above organizations and/or charitable causes.