David DeCorrevont, CFP^®

David is a firm believer in the “personal” aspect of personal finance, and the value that having a meaningful relationship with a financial advisor can add to his clients’ lives. In a world where the value of personal relationships is diminished, and the noise of technology and complex financial markets can be overwhelming, David seeks to cut through the distractions and put his clients on a path toward long-term success on their own terms. David is a true partner who will listen to each client and develop a unique financial plan to help them achieve their financial goals. David co-founded, and remains actively involved with, the TCU Rowing Club which allows him to share his passion for the sport with his peers at the school he loves. David also enjoys skiing with his family in Park City, Utah and is a certified PADI® Advanced Open Water scuba diver. David lives in Dallas with his wife Shannon and their dog Blue.

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Banking, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Mutual Funds, Irregular Income, Getting Married, Insurance, Real Estate, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Tangible Assets, Sudden Wealth