David was born and raised in Pittsburgh Pennsylvania. Growing up a huge sports fan and athlete in high school he went on to attend Slippery Rock University where he played on the men’s soccer team. In his early twenties, he moved to the Houston area and coached soccer for a profession. Finance was also a passion of his, so in his mid-twenties he became fully licensed as an advisor with Morgan Stanley over 20 years ago. David provides his clients with advanced planning strategies to address the four pillars of wealth: assets, liabilities, estate planning strategies and risk management.
David resides in Fulshear TX with his son Alex and daughter Hannah, who attends the University of Texas. His hobbies include golf, fishing, traveling and still bleeds black and gold for his Pittsburgh sports teams.