David graduated Cum Laude from Baylor University in Waco, Texas with majors in Finance, Accounting, and Economics and minors in Mathematics and Corporate Communications. As a full-time student, David was a member of the Baylor Business Fellows Program and was heavily involved in his local church, serving as both a college small group leader and an audio technician for Sunday gatherings. He also served as the Chief Financial Officer for a local non-profit in Waco and worked as a teaching assistant for two upper-level finance classes: Business Risk Management and Options, Futures, and Derivatives. After completing his undergraduate degree, David continued his education with a Master of Science in Personal Financial Planning from Kansas State University.

Prior to joining Insight Wealth Partners full-time in 2022, David was an intern with GuideStone Financial Resources in their Personal Advisory Services department during the summer of 2021 and interned for IWP the summer before that in 2020. David has completed all the requirements to become a CERTIFIED FINANCIAL PLANNER® Practitioner and is a member of the Financial Planning Association. David is passionate about helping others reach their financial goals and supplying practical steps for them to plan for life’s complex scenarios.

Outside of work, David enjoys spending time with friends and family, serving with his church, cheering on Baylor football, and completing projects around his house.