The best retirement plan is the one that matches your idea of a life well lived. Perhaps you want to step out of the workforce forever to travel the world — or to slow down and spend time with the grandkids. Or maybe you’d rather try an encore career, start a business, or work part-time. Whether around the corner or years away, our team can handle the complexity of planning for retirements of all shapes and sizes.
Save early and work hard to retire as soon as you are able. Once retired, enjoy a life of leisure, quality time with family, and volunteering.
Save aggressively, live frugally, and retire early to maximize the length of time you spend out of the workforce.
Opt for continued engagement, fulfillment, and additional financial security by scaling back and finding a new work-life balance.
Step out of work, enjoy a sabbatical — then return to the workforce in a similar or different capacity, refreshed and ready for a new challenge.
Retirement planning is complex. It requires alignment between goals, living expenses, Social Security claiming strategies, investment choices, distributions, and taxes. A retirement plan must also include anticipated healthcare expenses, possible changes in tax law, long-term care needs, and more. Our goal is to provide clarity and guidance for your retirement years — so that you can pursue a life of impact, meaning, and joy.
David began his public accounting career in January of 2012. Some of his specialties include working with tech and E-commerce startups, oil and gas partnerships, investment funds, and real estate developers. David has extensive experience with corporate restructurings and M&A deals. In January of 2021, David joined WealthSource, enabling him to offer more holistic advice to clients. David and his high school sweetheart, Samantha, have three young children (Hudson, Ryder, and Hazel). Outside the office, you can find David coaching his sons in youth sports or sneaking in a quick round of golf with buddies. He loves being outdoors, whether it’s hunting in the Hill Country or deep-sea fishing in the Gulf of Mexico.
FInancial Planning Associate
CFADavid has a passion for helping to improve peoples’ financial lives and advising clients on their financial futures.
Prior to joining WealthSource, David was a Workplace Planning Consultant with Fidelity Investments. He worked with 401(k) participants and helped hundreds of clients define their key retirement goals and explore appropriate strategies to reach them. His focus was primarily on savings, income, and cash flow management in the years leading up to retirement.
Previously, David was a Financial Advisor with Bank of the West, with clients throughout Northern Colorado. He specialized primarily in income planning through strategies involving investing and annuity solutions to help generate steady retirement income.
David graduated from Colorado State University, earning a degree in Business Administration with a concentration in Finance. He is a Chartered Financial Analyst® (CFA®) Charterholder and member of CFA® Society Colorado. Outside of the office, David enjoys playing golf and following Denver sports. He lives in Parker, CO with his wife and their two dogs.
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All investments include the risk of loss and nothing herein should be construed as a guarantee of any specific outcome or profit. The information described herein represents the philosophy, processes, and/or opinions of WealthSource, but may not represent the philosophy, processes, and/or opinions of or used by affiliates of WealthSource, including its Investment Adviser Representatives (“IAR”). Consequently, you should consult with your WealthSource IAR to determine the applicability of the information described herein to the specific services that are being offered to you by WealthSource. Furthermore, not all services mentioned herein are available to all clients or are offered by all IARs of WealthSource. WealthSource is not a law firm and does not provide legal advice. You should always consult with your legal and/or tax advisors to determine how any estate planning or tax planning strategies will apply to your individual situation.