Dave joined the Sapient Financial Group in November 2007. As the Agency Investment Specialist, Dave supports the agency in the areas of Investment Training, and he also guides executives, business owners and individuals in the areas of Investment Strategies, Insurance Planning, Retirement Planning and Wealth Accumulation Strategies.

Dave has worked in the financial services industry since January 1989. He worked for 5 years with the MassMutual general agency office in San Antonio Texas which was under a different name at that time. In 1994, Dave obtained employment with Bank America Investment Services and Citicorp Investment Services. He worked as Investment Specialist, CitiGold Executive and Sales Manager with those organizations until 2007 when he returned to the MassMutual family with the Sapient Financial Group.

Dave holds FINRA registrations for Investment Company Products/Variable Life Contracts Representative (Series 6), General Securities Representative (Series 7), The Uniform Investment Adviser Law Examination (Series 65), Uniform Securieties Agent State Law License (Series 63), General Securities Principal Licenses (Series 9) and (Series 10), Texas Insurance License -Life and Health (Group 1).

Dave serves as President of the San Antonio Preferred Professionals Association Network Group in San Antonio and takes pride in helping others expand their business relationships in the South Texas Area.

Education

• University of Texas at San Antonio, January 1989, MBA
• University of Texas, Austin, December 1984, BS Petroleum Geology