David joined Freestate in 2021 but has been working in financial services for many years. David started his career in corporate finance and served across multiple industries for over twenty years. After leaving corporate America, David started his own business to help others achieve financial freedom. David earned a BA in Business and Economics from Baker University and an MBA from Texas Christian University. He holds Series 65 Investment Advisor securities registration. David and his wife Carrie have two children and enjoy supporting them in their activities.