David Sims


I have over 20 years of experience in banking & finance, while focusing on wealth management and retirement planning since 2008. I focus on designing corporate strategies to help them recruit, retain, reward, and retire their top employees. For the personal needs, I focus on financial plans and tax strategies designed to allow my clients to attain their financial goals. Helping my clients and their families is rewarding.



  • BBA in Financial Services Planning—Baylor University
  • MBA and MSA with a focus on Finance and Accounting
  • Texas A&M Commerce
  • Former NAIFA Board Member
  • Former FSP Board Member






Phone 972-581-8755 | 972-980-9990
Fax 866-327-1039