Senior Vice President
Wealth Planning Group
4400 Post Oak Parkway
Houston, TX 77027
Prior to joining the Amegy team in 2006, David worked in Private Investment Management at Lehman Brothers, and as a client advisor, portfolio manager and trust officer within JP Morgan Private Bank. His collective financial experience exceeds 19 years.
David graduated with a double major BBA in finance and accounting from Stephen F. Austin State University.
He serves on the boards of Elves and More and of YES Preparatory Public Schools. David is also active at Grade Fellowship United Methodist Church, where he coaches youth select baseball in the west Houston area. He holds Series 7 and 63 licenses.