From Dreams… To Goals… To Flexibility… To Confidence

Giving clients’ financial confidence throughout their lifetime is a guiding principle for the Squire Financial Group of Wells Fargo Advisors.  

David works with a select group of clients from all walks of life—individuals, multi-generational families, businesses, foundations, non-profit organizations, trusts and estates.  Each person has their own goals and aspirations which they have worked hard to achieve.  Helping build, manage, protect and transition wealth are the guiding principles found at the core of each and every relationship.

David is driven by cultivating lasting relationships.  This can only be achieved by truly getting to know you and understanding what is most important to you.

His process begins with listening to the goals and objectives of each relationship and then developing potential solutions using appropriate strategies in an independent, objective and unbiased manner. An investment professional in the financial services industry since 1998, David uses his knowledge, experience and resources to make decisions with care, skill and caution.

David graduated from the University of Texas at Austin with a BBA in Finance.  In 2005, he obtained the CERTIFIED FINANCIAL PLANNER™ certification. . The CFP® certification identifies professionals who have met the high standards of competency and ethics established and enforced by the CFP® Board.

David and his wife Misty reside in Driftwood with their daughters Alex and Gracyn.  He can typically be found enjoying time with family and friends, playing golf, hunting or fishing.
 
Giving back to the community is important for David.  He has served as a volunteer for the Driftwood Fire Department.  Previously he has served on the Board of Directors for the YMCA of Austin Program Services Board and the Texas Exes Alumni Board of Directors.

The trust you place in him means everything. Check out the video link on the Home page as it captures how much David and his team values their client relationships and feel about the importance of the work they do on their client's behalf:

CA Insurance License Number: 0D52101.  Resident state TX

It all starts with a conversation.  Getting to know you and building trust. Zach believes that trust is the lynch-pin to develop long lasting relationships with clients.  To help establish a strong foundation he employs a thorough client discovery process.  Gathering information, listening carefully, and understanding your situation is the cornerstone of every decision that will be made together. 

 

Zach specializes in serving successful clients from all walks of life —including individuals and families, foundations and non-profit organizations, small businesses, trusts and estates. 

 

Zach recognizes that each individual is unique, with different needs, risk tolerance levels, time horizons, and objectives.  In order to properly serve that uniqueness, he tailors a customized strategy for each client. 

Any strategy that is ultimately put in place will be based on comprehensive principles of risk and reward.  It is Zach’s focus on risk management and transparency that he believes sets him apart.  He is dedicated to ensuring you have confidence and clarity in every decision that is made.

 

Prior to joining Wells Fargo Advisors in 2011, Zach was in Sales for a logistics company.  He graduated from Texas A&M with a BS Finance.

 

Zach and his wife Rachel reside in Lakeway, TX with their newborn son, Declan and their cat, Fury. This young family enjoys spending as much time together as possible and taking advantage of all that Austin has to offer. 

 

In his spare time you can find Zach, reading and enjoying sports as a spectator, participant or coach.