David brings 20 years of a diverse accounting and financial services background to the team. As a fiduciary investment advisor and holistic wealth manager, he specializes in helping clients create long-term tax efficient retirement income distribution plans.

David began his career with Big Four public accounting firms (KPMG and Deloitte & Touche) where he specialized in tax optimization and advanced derivative option strategies to reduce risk, maximize income, and minimize taxes. He helps corporate executives of Fortune 500 companies who hold concentrated stock positions implement tax, trust, and gifting strategies to best optimize the client's estate. He proactively educates high net worth investors, business owners, and professional athletes on tax reduction strategies, charitable giving techniques, and intergenerational family wealth transfers.

David is bilingual (Spanish) and in his spare time he enjoys spearfishing in the Caribbean, golfing, and cooking with his family. David is also a 2 year 5 Star Wealth Manager (2022-2023)* award recipient. David and his wife make their home in Houston, TX with their two children. 

*Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2022 FIVE STAR Wealth Managers. Awarded 7/01/22 for the period of 9/20/21 - 4/08/22. Awarded 7/01/22 for the period of 9/20/21 - 4/08/22. Awarded 07/01/2023 for the period 10/10/2022 through 05/05/2023