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David Carlock, CFP®

David Carlock, CFP®

Managing Director

David's focus is on understanding his clients' needs and goals. He specializes in wealth management, portfolio construction and long-term financial planning for individuals and businesses. In 2005 after 20 years in the telecommunications industry (10 years in engineering and 10 years in finance), he transitioned from managing corporate assets and investments to financial and retirement planning. He is a CERTIFIED FINANCIAL PLANNER™ professional.

David earned his masters degree in finance from the University of Texas at Dallas, and has a Bachelor of Science in Electronics Engineering Technology from DeVry Institute of Technology.

Born and raised in Texas, David and his wife Donna have three grown children: Brady, Carly and Laura Kate. His interests include reading, gardening and spending time with his family.