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Our leadershipKatapult is a father-and-son practice. That is not a marketing angle; it is how the firm plans, argues, and answers the phone.
David's founding belief hasn't moved since 1984: financial planning that fails to incorporate tax planning cannot give a client an accurate picture of their own life. He built the practice on it in South Africa, rebuilt it in Dallas, and it still shapes every plan the firm writes today.
Dean grew up around the firm, went off to PwC, and came back with a CPA license and institutional habits. We live the multigenerational planning we recommend, which is why client families spanning Gen Z to Baby Boomers fit naturally here.
David J. Shill, newly qualified as a Chartered Accountant, opens a tax-focused personal financial planning practice.
David moves his young family to Texas and rebuilds the practice in partnership with an established Dallas CPA firm, adding the CFP® and AIF® designations to his South African credentials.
Dean P. Shill, CPA, joins after several years with PwC LLP in their Dallas and New York offices. Today he is Chief Operating Officer and a Financial Advisor.
An independent, two-generation firm on Legacy Drive, working with client families through ordinary years and pivotal ones.
MANAGING PARTNER · FINANCIAL ADVISOR
David founded the practice in 1984 as a newly qualified Chartered Accountant and has led it on two continents since. The question his own father asked when David earned his first paycheck still runs the firm: "How much of your earnings are you going to set aside and invest?"
Direct: (214) 635-2526 · david@katapultwealth.com
CHIEF OPERATING OFFICER · FINANCIAL ADVISOR
Dean joined the firm in 2015 after several years with PwC LLP in Dallas and New York. A CPA holding the Personal Financial Specialist credential, he runs the firm's operations and brings a second generation's perspective to families planning across generations.
Direct: (214) 635-2608 · dean@katapultwealth.com
Portfolio construction, estate and gift strategy, and philanthropic planning, each screened for tax efficiency before it reaches the plan.
Owners of closely held businesses, medical practices, and dental practices, with qualified plan, succession, and exit work.
Income plans for people approaching or in retirement, sequenced across accounts and years with the aim of losing less to tax.
Schedule an introductory conversation with David or Dean. No obligation, just a chance to get acquainted.
Book a conversation →Prefer email? info@katapultwealth.com · Or call the office: (469) 545-1130