Meet David
David merged his 14-year-old investment advisory firm with SFMG in 2015. He says because the values and client focus perfectly aligned, it was an easy decision. He considers his clients a large extended family and wants to guide them to success in their financials goals, while helping them discover the richness of daily life.
David's richness of life comes from his family, the outdoors, and the Texas Rangers. He has been married to his wife Donna for 40 years. He has two grown children, who also work in the financial industry, and loves spending time with his two granddaughters. When David can get away, you'll find him on the golf course, hiking a new trail in the Rocky Mountains, or at the ball park.
Professional History
Associations
- Southern Methodist University Cox School of Business Associate Board
Education
- The University of Texas at Austin - BA, JD
Experience
- SFMG Wealth Advisors - Senior Wealth Advisor
- PPG Investments, LLC - President & Chief Investment Officer
Areas of Focus
- Investment Management
Q & A
Words to Live By
"Get involved. Give of yourself; you can never give, no matter how hard you try, more than you receive."
-Anonymous
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