David is a licensed Investment Consultant and has been in the financial services industry for over 30 years. The last 24 years, David has been providing Investment Services to the members of TTCU Federal Credit Union. He offers these services to individuals, families and small businesses in the TTCU Federal Credit Union branches.
David knows that navigating today’s world of finance can be challenging. Retirement planning, education goals, minimizing taxes, or just getting a higher return are concerns our clients need guidance on every day. David has a “hands on” approach for financial guidance. He takes the time to get to know you and understand your goals. Then, he does everything in his power to keep you focused on where you want to go and advises you on how to work toward getting there.
David is a graduate of Oklahoma State University and holds the Series 7 & 24 Security Registrations with LPL Financial, the largest independent broker/dealer in the nation.* In addition, he holds his Life, Health and Variable Annuity insurance licenses.
David grew up in Oklahoma City, Oklahoma. He and his wife Sharon have two sons and three grandchildren. David enjoys fishing, traveling and spending time with his family.
*As reported by Financial Planning magazine, June 1996-2022, based on total revenue.