- Financial Planning
- Final Expense
- Medicare Advantage
- Medicare Supplement
- Medicare Prescription Drug Plans
DFW Airport, TX
David has an Associates degree in Technology. He has a successful financial services practice, offering 403B and IRA retirement investments, focusing on teachers and others wanting to save for retirement above and beyond what their company retirement/pension plan offers. David holds both his Series 66 and Series 7 securities licenses, and has his Life, Health, and Property & Casualty Insurance licenses. He recently decided to add Medicare planning to the portfolio of products he offers.
David decided to partner with Bridlewood Insurance, after speaking with the President and the Recruiting Director, and finding that their attitude about “the client always comes first” aligned with his own viewpoint. He enjoys helping people work toward their life goals, and really likes the idea of guiding them through the Medicare maze and helping them select a plan that is the most appropriate for them based on their health concerns, preferred doctors, and prescription drugs.
Originally from Silicon Valley, California, David moved to the Dallas/Fort Worth, Texas in 2014. He served in the US Navy in the mid 1980’s. David is an NHL Hockey fan, and had season tickets for the San Jose Sharks for the first 14 years of their existence, and then after the strike he gave up his tickets but still loves watching them on TV. He now refers to them as the “Guppies”, because they haven’t won the Stanley Cup yet. When they finally win it, he will recognize them as the Sharks. In his spare time, David loves to travel, and has been to 6 of the 7 continents in the world!