David has been in the investment and insurance industry since 2001. He is registered with the Financial Industry Regulatory Authority (FINRA) and holds a Texas Life, Accident and Health Insurance License.
David has a bachelor's degree from Trinity University and a master's degree from St. Edward's University. He helps clients reach their financial goals by taking time to become acquainted with them and understand their needs and concerns. David creates a unique individual plan best suited to each client's specific need. He takes a conservative approach and helps them stay on their financial path.
Call David at 512-719-2600 (Austin) or 1-888-294-0202 to schedule a no-cost, no-obligation consultation today!
RB Financial LLC is a wholly-owned subsidiary of RB Premier Services
LLC. RB Premier Services LLC is affiliated with Randolph-Brooks Federal
Credit Union (RBFCU). Securities sold, advisory services offered through
CUNA Brokerage Services, Inc. (CBSI), FINRA/SIPC, a registered
broker/dealer and investment advisor. CBSI is under contract with RBFCU
to make securities available to members. Not NCUA/NCUSIF/FDIC insured,
May Lose Value, No Financial Institution Guarantee. Not a deposit of any