David J. Shill, CFP® AIF®

David is the founder, Managing Partner and a Financial Advisor at Katapult Wealth Partners LLC. David’s passion for helping and empowering his clients to make smart financial decisions stems from the very important question he was posed by his own father, when he earned his first paycheck as a trainee Chartered Accountant in South Africa: “How much of your earnings are you going to set aside and invest?” The importance of saving and planning for the future was instilled in him from very early on in his career. 

Over a period of almost four decades, David has guided and helped thousands of professionals, business owners, and their valued employees in the art of paying themselves first. He has a unique way of simplifying the complex, and creating sustainable income streams for his clients to enable them to retire comfortably and successfully. David is especially passionate about spending time educating his clients from a financial planning and wellness perspective; and he likes to meet with them on a regular basis to ensure that they remain on track for success.

When David is not working on his clients’ financial plans, he can be found working in his garden, or cooking up a storm in the kitchen with his wife, Judi. David and Judi moved to the United States from South Africa in 1998 and reside in Plano, Texas. They have been married for over 30 years and have two adult children: Dean, who is the Chief Operating Officer of, and also a Financial Advisor with, Katapult Wealth Partners LLC, and Erin, who is a speech language therapist specializing in working with children who have special needs.

Designations

Certified Financial Planner^TM

Accredited Investment Fiduciary®

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