DAVID SEALS

Growing up in Oklahoma, I discovered a strong sense of purpose in serving others as a young man which led me to graduating from West Point and commissioning as an Army officer. This sense of service grew stronger through Boy Scouts by volunteering in the community, earning the rank of Eagle Scout, and fostering patriotism for my country.

I was a client of Edward Jones for many years before becoming a financial advisor. With a Masters of Jurisprudence degree in wealth management from Texas A&M School of Law and a Chartered Retirement Planning Counselor™ designation from the College for Financial Planning, I help my clients navigate the emotional and financial transitions to retirement, make tax-smart investing decisions, maximize their Social Security benefits and address their estate problems.

As a Certified Exit Planning Advisor (CEPA), I am equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.

Through the knowledge learned in the credentialing program, CEPAs holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA help you effectively transition your business, but will also advise you on personal and personal financial matters.

Clients choose me because they value how I build relationships through deep discovery around what's important about money to them through a Wealth Strategies Formula: Investment Coaching plus Advanced Strategies plus Relationship Management. I partner with your legal, tax and insurance professionals by tailoring holistic wealth strategies to my clients' lifestyles, goals, family dynamics, taxes and estate considerations.

I believe that managing wealth isn't only about numbers and spreadsheets; it's about building a personal connection with my clients, listening empathetically to their unique situations, and providing tailored advice that helps them stay on track towards their financial goals.

Outside of work, I'm a proud husband and dad. I love spending time at home with my wife and son, volunteering with veteran organizations and honing my golf game or fishing.

Growing up in Oklahoma, I discovered a strong sense of purpose in serving others as a young man which led me to graduating from West Point and commissioning as an Army officer. This sense of service grew stronger through Boy Scouts by volunteering in the community, earning the rank of Eagle Scout, and fostering patriotism for my country.

I was a client of Edward Jones for many years before becoming a financial advisor. With a Masters of Jurisprudence degree in wealth management from Texas A&M School of Law and a Chartered Retirement Planning Counselor™ designation from the College for Financial Planning, I help my clients navigate the emotional and financial transitions to retirement, make tax-smart investing decisions, maximize their Social Security benefits and address their estate problems.

As a Certified Exit Planning Advisor (CEPA), I am equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.

Through the knowledge learned in the credentialing program, CEPAs holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA help you effectively transition your business, but will also advise you on personal and personal financial matters.

Clients choose me because they value how I build relationships through deep discovery around what's important about money to them through a Wealth Strategies Formula: Investment Coaching plus Advanced Strategies plus Relationship Management. I partner with your legal, tax and insurance professionals by tailoring holistic wealth strategies to my clients' lifestyles, goals, family dynamics, taxes and estate considerations.

I believe that managing wealth isn't only about numbers and spreadsheets; it's about building a personal connection with my clients, listening empathetically to their unique situations, and providing tailored advice that helps them stay on track towards their financial goals.

Outside of work, I'm a proud husband and dad. I love spending time at home with my wife and son, volunteering with veteran organizations and honing my golf game or fishing.