portrait of David Goldmeyer

About David

I want to help you achieve your most important financial goals — and that begins with building a personalized financial strategy based on understanding your values, your hopes and your dreams.

In my 20-plus years working in the health care industry, I made a career of supporting the well-being of others. As a registered dietitian, my relationship with the patient ended when they were discharged from the hospital. Later, working in health care sales, I rarely had the opportunity to see firsthand the impact our lifesaving medical products were having on clients’ lives.
My desire to partner with people through...

Focus Areas

  • Portfolio Reviews
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • College Savings
  • Charitable Giving
  • Divorce Finances

Work History

  • Edward JonesJanuary 2022 to Current
  • RGH Enterprises, Inc.January 2020 to November 2021

Education

  • Texas A&M Univ-CommerceMaster of Business Admin
  • Texas A&M UniversityBachelor of Science

Personal Interests

  • Swimming
  • Running
  • Mountain Biking
  • Hunting
  • Spending Time with Family

Team Members

  • Kris Therrian
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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