Broker Check

David Spann, CFP®, CRPC®

Wealth Advisor

dspann@sovereigngrp.com      
713-527-3432

 “I love coming to work each day to provide my clients with investment solutions tailored to their goals and to deliver financial plans that integrate both investment management and tax planning.”

David is an active member of Crosspoint Church in Bellaire. He is a dedicated husband and father, and in his free time enjoys coaching tee ball, traveling, skiing, fly fishing, and spending time outdoors.

David's Full Bio

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Calculators
Market Research

Market Research

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Market Research
Tax Resources

Tax Resources

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Tax Resources

Investment Management

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Investment Management

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Financial Planning

Corporate Services

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Corporate Services
3 Estate Challenges for Blended Families

3 Estate Challenges for Blended Families

This article will help your clients with blended families think and prepare their estate strategy.
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What's My 2026 Tax Bracket?

What's My 2026 Tax Bracket?

Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
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The Real Cost of a Vacation Home

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?
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