David joined Sovereign Wealth Advisors, LLC in December of 2010. He is the Managing Director of Sovereign Wealth Advisors, L.L.C, serves as the Chairman of the Goodwill Board of Trustees and sits on the Board of Goodwill Houston.
Probably do what I’m doing. It is both a hobby and a job. To be successful at most anything, you need to be “a student of the game”. I believe that learning, focus, and situational awareness is very stimulating, especially when mixed with helping people meet their long-term financial goals.
Helping people stay focused on meeting their long-term financial goals. I love having engaging conversations with my clients to better understand their needs, both immediately and down the road. From there, we move forward lock & step together.
I hang my hat on my client retention. Many of our clients have been with us for 25 – 30 years and we have transitioned them from being gainfully employed to comfortably retired. Those long-term relationships are further solidified by watering the seeds of our shared personal connection.
There are still a few “old school” financial advisors who adopt a personalized “hands on” approach at a reasonable price who do what they say they will do, when they say it will be done. And it will be done right the first time. I am proudly old school in that respect; my clients will always mean more to me personally than their balance sheets mean to me professionally.
I bring a unique skillset of sound analytics, compassion, and communication. We can filter out all the noise and in an un-biased way make the complex, simple. As Steve Job’s said, ““Simple can be harder than complex: You have to work hard to get your thinking clean to make it simple. But it’s worth it in the end because once you get there, you can move mountains.”