David is the Retirement Plans Practice Director for Level Four Advisory Services, LLC ("LFAS"). Prior to joining LFAS, David worked as a staff accountant for a Bedford public accounting firm and as a tax accountant for Bass Enterprises. David has successfully completed the FINRA Series 7 and 63 registrations (held with LPL Financial) and Series 65 registration (held with Level Four Advisory Services). In addition he is licensed for Life, Accident and Health Insurance and Variable Contracts in Texas, Oklahoma, Arkansas, Tennessee, Georgia, Ohio, California and Michigan.
David, his wife Shanna, and their four children live in North Richland Hills, Texas.
Bachelor of Science, Business Administration, Oklahoma Christian University
Accounting, University of Texas at Arlington