We trace our roots back to 1984, when our managing partner, David J. Shill, as a newly qualified Chartered Accountant (the South African equivalent of a CPA), started a tax-focused personal financial planning practice in Johannesburg, South Africa. He believed then, as he still does today, that financial planning which fails to incorporate the critical component of tax planning simply cannot provide clients with a comprehensive and accurate financial picture. Further, optimal results cannot be achieved for clients, their businesses, and their families without leveraging tax efficiencies, which typically generate significant excess returns.
In 1998, in search of a more settled political environment, David relocated his young family to Dallas, Texas, to start a similar financial planning practice, in partnership with an established Dallas firm of CPAs. David obtained the Certified Financial Planner (CFP®) and Accredited Investment Fiduciary (AIF®) designations in the United States, in addition to his designations obtained in South Africa.
In 2015, David was joined by his son Dean P. Shill, who is a CPA and who had previously spent several years with PwC LLP in their Dallas and New York offices. Today Dean is our Chief Operating Officer, in addition to his role as a Financial Advisor.
Being a multi-generational firm provides us the added benefit of being able to appropriately guide and advise our client families across multiple generations. We live multi-generational planning in our own family, and are therefore uniquely positioned to provide a comprehensive, tax-efficient planning framework to our clients, ensuring that all generations from Gen Z to Baby Boomers are included in the financial planning process.
Our experience extends to the intricacies of investment planning and selection, estate and gift planning, as well as philanthropic planning. In addition, we are skilled at planning for owner-run businesses, and have unique capabilities to provide solutions for the closely held business or medical and dental practices that our clients are involved in.
Lastly, we are proficient at crafting income plans for those approaching, or already in, retirement, who require guidance as to how to generate a sustainable and reliable stream of income, while making this as tax efficient as possible.
We are totally driven by the success of each of our clients’ unique, individualized, and tax-smart financial plans.
Join us in exploring whether the Katapult Wealth Partners approach could help take your financial plan to the next level.
Managing Partner, Financial Advisor
COO, Financial Advisor
We understand that life can sometimes become complex and overwhelming. Through our years of experience, we have learned how to simplify the complexity to make the way forward for our clients clearer, more manageable, and stress-free.
Let us help you to navigate your journey with confidence.