Dave is driven by his desire and passion to help others achieve financial independence by offering objective and unbiased financial advice to those who are committed to achieving financial freedom in their own lives. He works closely with each of his clients to develop a customized financial strategy by utilizing a simple-to-understand process called the E3 Formula. With this process all of the pieces of the financial puzzle come together as economic or lifestyle needs change.
As a former 26 year Fortune 100 telecom professional Dave worked with business owners and executives developing strategies to improve their bottom line. Throughout his career he has always been known as an astute numbers guy. His successful management areas of expertise included roles in marketing, finance and sales operations where he applied strategic planning skills to drive results. His diverse background and training bring decades of experience and knowledge to his role at Exencial Wealth Advisors enabling him to provide expert wealth planning services for his clients to realize their own individual financial goals.
Dave is a CERTIFIED FINANCIAL PLANNERTM professional and holds a Life and Health insurance license in the State of Texas. Dave earned his Bachelor of Business Administration and Masters of Business Administration degrees from West Texas A&M University. Completed CFP educational requirements at SMU, Dallas, TX. As a CFP® professional you can be sure that Dave provides expert and professional financial planning services. To earn a CFP designation, Dave had to complete an approved educational program, pass a rigorous examination and meet stringent experience requirements. Dave also adheres to a professional Code of Ethics and he fulfills annual continuing education requirements to remain aware of current planning strategies and financial trends.
Dave and his wife, Ginny Totah, have lived in Plano, Texas since 1994. Dave enjoys the outdoors, golf, skiing and cars. Dave is also an active member of the Financial Planning Association of DFW.
Information coming soon!
Estate Planning Team