David joined Avidian Wealth Solutions in November 2021. David is a fee-only financial planner with 30 years of experience addressing the needs of professionals, business owners, and high-net-worth households. His goal is to bring clarity and peace of mind to his client’s lives.
David creates, implements, and monitors comprehensive financial plans that address retirement income planning, tax planning, risk management, estate planning, and investment management. He offers a true family office experience by coordinating and collaborating with Avidian’s in-house team of credentialed financial planners, attorneys, tax professionals, investment analysts, and insurance professionals.
Prior to becoming a financial advisor, David structured, originated, and distributed over $1.9 billion of real estate securities – training thousands of financial advisors on advanced income-generating concepts.
David earned his undergraduate degree from Southern Methodist University and his full-time MBA from the Jones Graduate School of Business at Rice University.
David is happily married to his wife of 24 years, Emy. They enjoy spending time with their family, traveling, hiking, cycling, and exploring Houston’s local coffee shops. They are active members of St. Vincent de Paul Catholic Church and donate time to animal rescue organizations.
Learn more about David and his team here.
We look forward
Whether you are looking for someone to partner with you in protecting and growing your assets, or you are an experienced financial advisor interested in joining the Avidian Wealth Solutions team, we want to hear from you. Please call us or email us, and we’ll be in touch as soon as possible!