Registered Financial Assistant
David has 20 years of experience in the property and casualty business and became a registered representative in 2002 with a large insurance company. After moving to Colorado, he worked for an investment firm in their 401(k) department. Looking for a more client-facing position led him to Summit Wealth Group and Tracy's team. Currently, he is working with Tracy as her Registered Financial Assistant.
David is a native Texan who moved to Colorado to pursue his love of skiing, mountain biking, horseback riding, and fishing. David and his partner Connie love to visit the locally owned restaurants in town and listen to live music whenever they get the chance. When not doing any of the above, David and Connie love spending time with family, especially their seven grandchildren.