At Legacy Planning Partners, LLC, I strive to assist my clients in achieving their maximum financial potential each and every day. What separates me from my competition is the perspective in which I approach achievement of my clients' goals. I believe in a values-based approach to planning in which I focus on my clients' goals first and combine these goals with the best solutions to achieve success.
Whether you are focused on Wealth Accumulation, Wealth Protection, Wealth Distribution or even Wealth Transfer I can assist in the development of meaningful strategies to achieve success.
Education: Oklahoma State University, Double major of Animal Science and Agriculture Education
Designations: ChFC, CLU
Organizations: Oklahoma Cattlemen’s Association, National Cattlemen’s Beef Association, National Association of Insurance and Financial Advisor, and Lost Creek United Methodist Church.
Hobbies: Fishing, Cattle Production, Cooking, loves spending weekends at the lake, Traveling, David’s favorite place to visit is the mountains.
Family: Married to wife Gaye Lynn for 37 years they have 2 children, Madison and Tucker and 3 very spoiled dogs.