David Sims
CEO
David has been helping clients reach for their financial goals for over 15 years now and believes wealth does not happen by accident, rather it is the combination of hard work, discipline, knowledge, and execution. He has his Financial Planning degree from Baylor University, where he was also played on the football team as a free safety. After starting his career in banking and finance in 2003, David decided that he wanted to play a bigger role in his client’s financial success and became a financial professional in 2008 with MetLife. He then went to work as a Wealth Manager with USAA working with high net worth clients that served our country. In 2013 he was asked to help hire, train, and develop the next generation of financial professionals with Principal Financial Group® as a Managing Director. David realized he missed working on a personal level with his clients and decided to focus on his client’s financial success, which lead him to open his own firm Ten Talents Wealth Management.
As part of his dedication to continual improvement, both professionally and personally, David has also earned his MBA and MSA. He also earned his CERTIFIED FINANCIAL PLANNER™ mark, Accredited Asset Management Specialist® (AAMS), and Chartered Retirement Plan Specialist® (CRPS),. David has also served on the Board of the Society of Financial Service Professional and National Association of Insurance and Financial Advisors.
When David isn’t working with his clients, you will find him spending time with his two amazing daughters. He coaches both of their soccer teams and his president of the Northwood Hills Elementary PTA. David also serves in the children’s ministry at Watermark and has previously served in their financial guidance ministry Moneywise and job seeking ministry Careers in Motion. In his spare time, which isn’t much, he enjoys earning the high score in golf, using his math skills in Texas Hold’em tournaments, and getting away to the mountains in Colorado.
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