“Davin believes financial independence is rooted in choice.”
Over the past decade of serving a clientele that spans over 26 different states, Davin believes most people have a “vision” as to where they want to be in the future with respect to their finances. However, in a complex world insisting on information over-load, in many instances people lack the time and appropriate resources to “see” where they are today – in order to take that first step towards tomorrow. And if you don’t have a clear picture as to where you are today, understanding how and where to go in an ever-changing tomorrow can be virtually impossible.
“The analogy would be a client wanting to get in shape. They have a vision of sculpted muscles, cardiovascular stamina, resulting in more energy and ideally longer life span. But where do you start today? Is it weight training? A new diet? Do you simply strap on the shoes and run ten miles? Most reasonable people would first consult with their primary physician. Their primary physician will conduct a full work-up, and if necessary refer you to other specialists within the practice. This would provide their “starting” point on your way to a healthier life and direction as to where you need to focus your efforts moving forward.
In similar fashion the evolution of the meeting process within my practice is to first provide clientele a clear idea as to where they stand today financially, essentially a “financial check-up” is completed (see sample score). This diagnostic starting point will then provide to you, the client, with affirmative conclusions as to insurance positioning appropriate for your life (managing risk); savings strategies for tax efficiency*; a potential need for debt management strategies; budgeting; and appropriate asset allocation techniques with respect to your over-all portfolio and time horizon.”
As much as we want finances to be “easy” and simple – the reality is each person’s current standing (like the human body) is complex and requires various specialists.”
Davin has aligned himself with North Star Consultants of Texas, which is a “financial multi-specialty” organization. We have investment specialists, insurance specialists, estate planning specialists, benefits specialists, among others – each area dedicated to getting the process right the first time in a well-coordinated fashion.
Davin, licensed in insurances and securities registered, will guide you through a coordinated strategy illuminating choices along the way. His goal is for you to walk away with not just an answer, but a new perspective on what it means to be financially healthy. He believes financial health means you have retained control of your choices.
Davin’s passion for his practice, and the Financial Services industry is stuck in 5th gear. Consistently qualifying for Million Dollar Round Table (MDRT), the Premier Financial Association for Financial Professionals; Davin also serves as a former president on the board for the Austin NIAFA (National Insurance and Financial Association) chapter.
Within the North Star Consultants of Texas office, Davin spear heads the growth and development of the branch. Since 2008 when Davin formally stepped into the growth and development role, the office has doubled in advisor head count. To continue to serve the growing demands, the projection is to double again within the next 5 years.
If you cannot find Davin at his office consulting with clients, or teaching the newer advisors, you will likely find him in front of an audience. He has had the privilege to speak to various organizations within the legal field, medical field, pharmaceutical field, Oil and Gas industry, and Universities across Texas. Since January 2013, Davin has been featured at over 225 speaking engagements, with a total of over 3,000 participants. His presentations consist of strategies for efficiently pursuing Financial Health. A few of the places listed below
- Austin Bar Association
- University of Baylor Dental School in Houston and Dallas
- University of Baylor Law School
- Saint Mary’s Law School in San Antonio
- AEG Residency at the University of Texas San Antonio
- American Student Dental Association (ASDA) in Houston, and Dallas
- Approved Continuing Legal Education (CLE) classes across Texas
- North Houston Pharmacy Association
- Lake Houston Pharmacy Association
- Texas Association of Independent Pharmacy Owners (TAIPO) in Houston
- Society for Petroleum Engineers (SPE) in Dallas
- American Institute of Chemical Engineers (AIChE) in College Station
- Engineering World Health Organization in College Station
His motivation to stay productive within his career is driven by his most precious personal life; which is his 10 year marriage to his wife Meghan, and their three daughters Theresa (’07), Evelyn (’09) and Layla (’13). If it were not for his daughters involvement in ballet recitals, soccer practices, and swimming lessons where he is their lead cheerleader, Davin is convinced he would be a par golfer.
Davin is a registered representative of Cetera Advisor Networks, LLC. CA Insurance License #0G03026.
Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation.