In 2008, David joined Lake Point Advisory Group, bringing clients an unheralded passion for creating effective cash flow solutions and "safe money" strategies. Through his years of experience providing cash flow strategy, David has personally influenced and helped make thousands of financial dreams come true through a combination of independent client attention and the training of over 105 planning specialists. David affectionately refers to his clients as "America's Topsoil." Without them, America could not have blossomed into such a beautiful country to enjoy our lives. His major focus has been, and will always remain, allowing "America's Topsoil" to achieve total comfort in their soon to be or current retirement independence. He also seeks to help his clients through the achievement of a desired family legacy.David has achieved many honorable designations for his work with clients, including "Advisor of the Year" and "President's Honor Circle" with his previous firm. He has also achieved Million Dollar Round Table qualifier status multiple times, "Masters Forum Member," and most importantly, "family" to his clients.David is a true Texan, born and raised near Dallas and currently residing just north of town in Allen. He provides love and personal attention to his wife, Rome, and four children: Kierston, Quinn, River, and Kiely. David attended school at the University of North Texas and sought a degree in finance and a minor in real estate.