David J. Shill, CFP® AIF®

David founded the practice in South Africa in 1984 as a newly qualified Chartered Accountant. The question his own father asked when David earned his first paycheck still shapes how he works: “How much of your earnings are you going to set aside and invest?” Four decades later, most client relationships still begin with a version of that same conversation.

Since then, David has advised thousands of professionals, business owners, and their employees on the art of paying themselves first: saving deliberately, planning around taxes, and building retirement income strategies designed to last. He works to make complicated topics plain, and he meets with clients regularly so their plans keep up with their lives.

David moved his family to Texas in 1998 and rebuilt the practice in partnership with an established Dallas CPA firm, adding the CFP®, AIF®, and CPFA® designations to his South African credentials.

Away from the office, David can be found in his garden or cooking up a storm with his wife, Judi. The two have been married for more than 30 years and live in Plano. They have two adult children: Dean, who is Chief Operating Officer of, and a Financial Advisor with, Katapult Wealth Partners, and Erin, a speech-language therapist who works with children with special needs.

Designations

• Certified Financial Planner™
• Accredited Investment Fiduciary®
• Certified Plan Fiduciary Advisor (CPFA®)

Licenses

• FINRA Series 7
• FINRA Series 66
• Texas General Lines Agent (Life, Accident, Health, & HMO)

Education

• The University of the Witwatersrand: Bachelor of Commerce, Bachelor of Accounting