WINNOW WEALTH - Key Persons
With David's extensive accounting background, he has plans for a bright future with Winnow Wealth. He offers his experience to your financial planning to show you the best path forward. David is a firm believer in investing with intent.
David went to college at the University of Texas at Austin and earned his BBA in Accounting. Afterward, he became a Certified Public Accountant, issued by the state of Texas.
His love for accounting started early, and he has 23 years of experience through roles such as Insurance Agent, Investment Advisor Representative, and Financial Advisor. He is thrilled for a bright future with Winnow Wealth.
He loves the idea of assisting people in investing with intent and believes in helping you through that process.
Jessica went to college at Texas State and received her Bachelor's in Business Administration, but decided that wasn't enough and continued to get her Master's in Business Administration at Tarleton State.
Besides her impressive degrees, Jessica is proud of being a qualified Investment Advisor Representative and holds a Series 65 securities license and a Life, Accident, and Health insurance license in Texas.