David Tolson

David Tolson

Managing Partner

Dave has been serving clients as a financial services professional and wealth manager for the past 14 years.  Prior to those activities, he spent approximately 10 years involved in strategic transactions including mergers, acquisitions, divestitures, joint ventures and capital formation as both an advisor and a principal. The first 16 years of Dave's career involved engineering, operations, trading, senior level  general management and business ownership in the energy and chemicals industries.

Dave holds a bachelor's degree in Mechanical Engineering from Purdue University, an MBA from Southern Methodist University and is a Retirement Income Certified Professional from the American College of Financial Services.

Dave's wife of 28 years is Suzette and they have 3 children - Drew a finance graduate from Baylor, Faith a civil engineering graduate from Texas A&M and Derek, entering his sophomore year of college at Austin Community College.

Phone (832) 910-8437
Fax (832) 910-8439