Prior to founding Insight Wealth Partners in 2010, David spent 18 years as a CERTIFIED FINANCIAL PLANNER™ practitioner and Principal with Middlebrook, Dryden, Carter and Associates, a private wealth advisory practice of Ameriprise Financial Services, Inc. During his time there, David was recognized as a Senior Financial Advisor and Private Wealth Manager, and received numerous awards for the highest level of client satisfaction and quality of advice. David was one of the youngest advisors with Ameriprise to achieve the Diamond Ring award, recognizing him for both his professional achievement and his exceptional work with clients.
David has been awarded D Magazine’s prestigious “Best Financial Planners in Dallas” title for multiple years, and he has been named in Texas Monthly magazine as a FIVE STAR Wealth Manager, which assists consumers in selecting a wealth manager who provides their clients exceptional client service and advice. David has been quoted in leading publications such as the Wall Street Journal, Dallas Business Journal, and Forbes Magazine.
David enjoys working directly with clients to help them solve life’s complicated issues and decisions. David has the ability to help solve problems and see possibilities that others may not be able to see, and he enjoys incorporating those skills into his client relationships.
David graduated from Baylor University in 1991 with a Bachelor of Business Administration with a dual concentration of finance and operations management. He also holds a Master of Science degree in financial planning from the College for Financial Planning.
David is a CERTIFIED FINANCIAL PLANNER™ practitioner, and he holds a Chartered Financial Consultant professional designation. David is an active member of the Financial Planning Association and Kingdom Advisors. David serves as an elder and trustee in his church, and he serves on boards and advisory committees of several non-profit organizations. He has also served as the treasurer and as a school board member of Wylie Preparatory Academy. David is passionate about Christian business mission work, and he has travelled extensively over five continents teaching business and financial principles to developing nations. David is also a volunteer pilot for Angel Flight South Central, which helps people in need by providing free air transportation for medical and humanitarian purposes.
David has been married to his best friend, Amy, for over 26 years. They have a son, Bailey age 20 and daughter, Ava age 18. In his spare time, David enjoys traveling with his family, playing golf, piloting his Cirrus airplane, and riding his Harley Davidson Road King.