David Cain

“This is not a Monday through Friday deal.”
– David Cain

For David, the key to lasting relationships is communication. He aims to respond to phone calls and emails in a matter of minutes and works to never put a clock on clients, giving them access whenever needed — often even including a personal cellphone call on a Saturday. David holds a Series 65 Securities License and takes a holistic approach to the insurance products and services he offers to clients. It’s this level of communication that allows David to build trust and long-term relationships.

As a financial advisor, David works to help develop strategies that meet the planning, income and Social Security needs of his clients along with all aspects of wealth management. He has been part of the financial services industry since 1986. As owner of an independent firm, David also hires and trains his staff and, along with his wife, Kathy, oversees the day-to-day operations of the company.

David has been a resident of North Texas for more than 37 years. He and Kathy live in Lucas. They have three grown daughters and a granddaughter. They also have 3 boxers Ivy, Lucas, and Everett. When he’s not at the office, David enjoys gardening, fishing, pheasant hunting in South Dakota, golfing and cooking. David and Kathy are devout in their Christian faith and service.