Specialties
About Me
David brings a unique blend of experience to his role at Provision Retirement, combining his background in hospitality management with his passion for financial planning.
His expertise lies in helping clients navigate the complexities of Medicare, Social Security, and retirement accounts, all while delivering the highest level of personalized service. With a deep commitment to clarity and peace of mind, David takes complex financial details and breaks them down into a straightforward, easy-to-follow retirement plan. His goal is to take the stress out of financial decisions, giving clients a clear path forward and confidence in their future. David holds a Series 65 registration with FINRA and is licensed through the Texas Department of Insurance. He is also a Retirement Income Certified Planner (RICP) and a National Social Security Advisor (NSSA) certificate holder, ensuring that clients receive knowledgeable guidance on their retirement journey. A Texas native, David was born and raised in the Dallas-Fort Worth metroplex and earned his bachelor’s degree from the University of North Texas. He now resides in Celina, TX, with his wife, Laila, their three children, and three beloved doodles. Outside of work, he enjoys traveling, spending quality time with his family, and cheering on the San Antonio Spurs. David serves clients both locally and virtually, making financial guidance accessible no matter where life takes them.
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Interests & Hobbies
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Credentials
RICP®, NSSA®
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
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Disclosures
Investment advisory services are offered through Provision Asset, LLC, a Registered Investment Advisor with the SEC. Insurance products and services are offered through Provision Retirement, LLC, or through our team of independent agents. Provision Asset, LLC and Provision Retirement, LLC are affiliated companies. Provision Asset, LLC and its advisors do not render tax, legal, or accounting advice. We cannot accept requests for securities transactions or other similar instructions through email. If the reader of this message is not the intended recipient, or an employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please notify us immediately by replying to this message and delete it from your computer. This communication may contain information that is proprietary, privileged, or confidential, or otherwise legally exempt from disclosure. We cannot ensure the security of information e-mailed over the Internet, so you should be careful when transmitting confidential information such as account numbers and security holdings. If you are not the named addressee, you are not authorized to read, retain, copy, or disseminate this memo or any part of it. If you have received this memo in error, please notify the sender immediately and deleting it from your computer. Please be further advised that, pursuant to the Bank Secrecy Act, the USA PATRIOT Act, and similar laws, any communication in this email is subject to regulatory, supervisory, and law enforcement review, and outgoing and incoming emails are electronically archived and subject to review and/or disclosure to someone other than the recipient.