Get to Know David Personally

While growing up, David’s passion was sports, especially baseball. He enjoyed a collegiate baseball career and the friendships and lessons learned from his playing career have had a lasting impact on him. 

Family

David is a native of Austin, TX, where he lives with his wife, Jessica, and their two children, Molly and Tripp. David and Jessica met in college, where she played volleyball and he played baseball for St. Edward’s University. Jessica works with girls in the Foster Care system in Central Texas and is now the Senior Clinical Director for The Settlement Home in Austin.

Outside of his office job, David spends his time coaching Molly and Tripp in multiple sports helping them learn the value of dedication, hard work, and overcoming adversity. These are the same tools that have helped David and Jessica succeed in their careers.

Fun

In the summertime, David and his family enjoy traveling to different beach towns throughout the country to relax by the ocean. When they're not at the beach, they may be catching a local sporting event, trying out a new restaurant, or enjoying some local live music. David is a self-proclaimed barbecue snob and believes that Central Texas barbecue is the best in the world. He and his family are always up for trying new barbecue joints.

David McKay Family & Personal Photos

Get to Know David Professionally

Coming from a blue-collar, working-class background, David wants to be the advisor that his family needed but didn't have. He believes that educating his clients is key to building a solid foundation in their working relationship. However, it's the follow-through and focus on the client experience that allow David and his team to maintain and grow their client base.

Three Core Values

  • Excellence
  • Consistency
  • Transparency

Based in Austin, TX, David works with clients throughout the country and holds licenses in fourteen states and counting. He focuses on working with emerging affluent families, including business owners, tech/software sales professionals, attorneys, lobbyists, and more. His goal is to help his clients achieve financial freedom and create a lasting legacy.

Awards & Recognition

  • Million Dollar Round Table – 2022-2023
    MDRT is the premiere association of financial professionals. Founded in 1927, MDRT provides its members with resources to improve their technical knowledge, sales and client service while maintaining a culture of high ethical standards.
  • Northwestern Mutual Fastrack Academy – 2023

Registrations & Licenses

  • FINRA: Securities Industry Essentials (SIE), Series 6, Series 63
  • Life and Health Insurance License – Texas Department of Insurance
David Professional Photo