DAVID, with over 20 years of experience, serves as the senior retirement plan consultant in Dallas. He consults with plan committees on plan design, fee consulting, non-qualified plans, defined benefit plans, and employee education. As a testimony to the commitment he has to the defined contribution business, David earned the AIF® Designation. While the practices are available to all advisors, only those who have earned the AIF® Designation are formally recognized by the center for demonstrating a full understanding of how to implement those processes to help institutional clients fulfill their fiduciary obligations.
David is a thought leader in the industry, speaking on many panels and keynotes, including Keynote at Dallas Bar Association ERISA Council, Keynote at Transamerica Defined Contribution Forum, and the Wells Fargo Annual Retirement Plan Symposium. During his time at Wells Fargo Advisors, David was one of only three teams in Texas recognized as Wells Fargo Retirement Plan Advisors.
David, his wife, Meredith, and his two children, David III and Madison, live in University Park, Texas. He enjoys his time on skis, both water and snow. David is a proud Texas Tech alum and past president of the Texas Tech Alumni Association, Dallas chapter, and has served on the Texas Tech Rawls School of Business Advisory Counsel.
Raymond James is not affiliated with any organizations mentioned.