Our Team
David Walker
Wealth Management
Education
B.S., Majors in Finance and Political Science, University of Detroit Mercy
Community Involvement
Celebration Church – Board Member
Breakthrough of Central Texas- Board of Trustees
Young Men’s Business League of Austin
David is intentional in his purpose, faithful in his service, and committed to making a lasting impact.
The most rewarding part of David’s work is building meaningful relationships with individuals and families, learning their stories, and understanding what matters most to them. He believes financial planning is about much more than money—it’s about helping people align their financial resources with their values, goals, and aspirations. David considers it a privilege to guide families in making thoughtful financial decisions that provide confidence today while creating a lasting legacy for future generations.
David approaches every area of his life with purpose and intentionality. Whether serving clients, investing in his marriage, raising his children, or giving back to his community, he strives to live in a way that reflects his values. He believes a meaningful life is not the result of chance, but of consistent, intentional choices made over time.
Get to Know David
What's your favorite quote/saying?
“You never know what’s around the corner, keep going!”
What are three things on your bucket list?
1. Take an African safari in Kenya or South Africa
2. Fund a financial literacy program that reaches 10,000 students
3. Write a personal letter to each of my children to be opened on their wedding day
What is your favorite book? Explain.
My favorite book is Outliers by Malcolm Gladwell. I love the way Gladwell explores what it truly takes to become great at something. He brilliantly challenges the idea that success isn’t simply about talent… showing instead that discipline, opportunity, consistency, and countless hours of practice all play a major role.