What is our background?

W. David Coffman, CPA, CFP® is a Certified Public Accountant (TX) and a CERTIFIED FINANCIAL PLANNER® professional. He has an undergraduate degree in Accounting from Texas A & M University and a masters degree in Professional Accounting (tax specialization) from the University of Texas at Austin. He is a Registered Representative with Geneos Wealth Management, Inc.



Over the years David has established strategic relationships with attorneys, insurance companies, and money management firms to provide a strong network of value to his clients.



David is a member of the American Institute of Certified Public Accountants and the Texas Society of CPA's.



David has been advising individuals and families about financial strategies since 1983. If you are a conservative investor who values a relationship with a professional financial advisor and has investable assets in excess of $400,000, you may find our sevices of great value.



We invite you contact us at 512.258.0609 or through this website to make an appointment for a free, no obligation consultation to find out if our services can be of value to you.



CFP® and CERTIFIED FINANCIAL PLANNER®are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.