David Ahlquist, Certified Financial Planner^®

David spearheads a experienced financial planning team that caters to high-net-worth families, foundations, executives, and business owners. As a Certified Financial Planner^® with over 25 years of experience, he offers comprehensive guidance aimed at demystifying the complexities of the financial world and specializes in helping cultivate and preserve wealth. David began his career as a Private Client Advisor at Charles Schwab, followed by 15 years as a Senior Wealth Management Advisor at TIAA, and most recently as an SVP managing a boutique planning-centric practice at Raymond James.

• Area of Advocacy: Coordinating strategic asset allocation with long-term legacy planning to ensure financial independence.
• Credentials & Community: B.S. from the University of Maryland. David volunteers for many organizations, including the Houston Food Bank and Star of Hope.  He also serves on the MD Anderson Cancer Center Advance Team and the University of Texas System Chancellor’s Council.