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.
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Traditional vs. Roth IRA
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