David Cromeens, CFP®

Mr. Cromeens has worked in the Financial Industry for the last 21 years with the Charles Schwab Corporation where he held various positions working with retail clients with trading and account servicing. He worked with advisors and advisor clients, working with them in a service support role. He also worked as a Risk Analyst to ensure advisor support specialists adherence to policies and procedures in their service support roles.

Mr. Cromeens is a CFP^® certificant, and holds Series 7, 9, 10, and 63 securities registrations along with a General Lines Agent Life, Accident, Health & HMO License from the Texas Department of Insurance.

Education: Bachelor of Business from the University of Texas at El Paso with a degree in Finance