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David joins STA Wealth Management with over a decade of financial planning and investment advice experience. During that time, he has helped families and individuals navigate financial markets to achieve their short and long term goals. Through a disciplined process of listening and understanding each client’s unique goals and objectives, David utilizes the extensive resources available at STA Wealth Management to create an achievable and proactive financial strategy. Throughout his career, David carries a passion for sharing his understanding of financial markets and assisting clients with making smart decisions in managing their wealth. David attended the University of Houston and holds a Bachelors Degree in Finance from the C.T. Bauer College of Business.
Prior to joining STA Wealth Management, David held the role of a JP Morgan Private Client Advisor providing investment solutions and planning advice for Chase Private Clients.
David and his wife Natalie reside in Rice Military and enjoy spending time with family, traveling, and serving their community.