As a veteran of the financial services industry, Dave is well positioned to assist clients in achieving their financial goals. The most enriching part of his mission is discovering the best solution for clients’ retirement. He accomplishes this through studying the latest tends in the financial service industry and reinforcing his knowledge with the best products available. Dave enjoys getting to know his clients and their families to customize products for their specific needs and requirements.
Dave offers a personalized plan to meet every client’s needs. He has assisted educators in understanding their TRS benefit options, supplementing for their retirement and assisting clients to retire smoothly with TRS. Dave is able to address all the issues that may affect educators during their working years and into retirement. With an extensive knowledge of TRS, Dave is able to answer questions about your benefits and what to expect when you retire.
Dave received his MBA from Fontbonne University in St. Louis and has an Undergraduate Degree from the University of Central Florida in Orlando. Dave lived in the Katy, Texas area for 13 years with his wife, Valerie and their two daughters. Dave recently moved to the Austin area and is eager to assist you!
Mobile: 281-253-8576 | Fax 214-771-3487