David Sims
CEO
I have over 20 years of experience in banking & finance, while focusing on wealth management and retirement planning since 2008. I focus on designing corporate strategies to help them recruit, retain, reward, and retire their top employees. For the personal needs, I focus on financial plans and tax strategies designed to allow my clients to attain their financial goals. Helping my clients and their families is rewarding.
EDUCATION & CREDENTIALS
- BBA in Financial Services Planning—Baylor University
- MBA and MSA with a focus on Finance and Accounting
- Texas A&M Commerce
- Former NAIFA Board Member
- Former FSP Board Member