ACCEPTING NEW CLIENTS
At Ankerstar Wealth, we prioritize two things for our clients:
- Rapid Response to Client Concerns
- Maximizing Life by Maximizing Wealth
We want our clients to feel heard and know that they are being serviced based on their unique situation. We want to partner with you in maximizing your life by alleviating some of the worry associated with managing your own wealth, but also by doing our best to put your money to work for you.
My unique story begins in high school with wanting to become an Orchestra Director. I have always enjoyed making music, the hard work which goes into learning an instrument, and the idea teaching other people how to play an instrument so I pursued a Music Education degree from Texas Tech University. After graduating in December of 2007 from Tech, I spent 13.5 years in the classroom teaching and mentoring students to help them gain a better understanding of their instrument.
In May 2021, I got married to a brilliant woman who has a PhD in a science field looking to make a career change; I knew she could land a new job anywhere and we could end up in an area where there isn’t an orchestra program. When she landed her new job in June 2021, it was the perfect time to step out of the classroom as a teacher and into the classroom as a student in the field of personal finance. Personal finance has always been very interesting to me and I decided this was the next step for me professionally. Over the course of a year, I completed a Financial Planning course through Boston University Center for Professional Education, earned my Series 65 license, and am currently working toward the CERTIFIED FINANCIAL PLANNER® certification, a standard recognized internationally.
I am very excited to join Ankerstar Wealth, LLC. and I look forward to working with you to meet your financial goals.
Ready to Take Action?
Click the following button to contact us to schedule your complimentary meeting with David! Please specify in the form that you would like to meet with David.
We can help you make the most of what you have!