David Ballard, CFP®
ChFC®, CRPC®, CMFC®

Why I chose this career.

Even as a I child, I recognized how stressful it was for my parents when it came to managing their finances.  Although they did well professionally, they lacked the skills and financial education to effectively deal with money, and as a result never experienced financial freedom.  That experience influenced me greatly, and shortly following my graduation from Trinity University, I decided to pursue a career as a financial advisor.  My personal mission is to empower people to make better financial decisions so they can approach their future with confidence and clarity.

Personal

Ginna and I were married in 1996 and we are the proud parents of two awesome daughters, Hailey and Emma.  We also have a dog named Maggie and a cat named Mr. Krabs.

I enjoy spending time with family, traveling, and watching my girls grow up.  Ginna and I love serving in the student ministry at our church, where I also serve as a deacon.   I am on several local non-profit boards and enjoy being outdoors, fishing, pickleball, disc golf and working in the yard.

As a Christian business owner, I believe that my purpose in life is to glorify God in all I do. I believe that I serve God by serving people around me - our clients, our advisors, and our employees.