Registered Financial Consultant
David serves as Vice-President of Design Financial Marketing, LLC
He has been a pillar of the Dallas/Ft. Worth area for as long as he can remember. He loves nothing more than to see his clients into retirement and has been doing so for some 31 years.
Dan Ice II
Dan is the Regional Manager of our Tucson, AZ and El Paso, TX offices.
He has been a licensed professional, helping his clients pursue
financial freedom at retirement, for 22 years.
Dan is married to Tina and has 2 college aged children.
Ben Shackelford, CSA
Ben considers helping his clients a calling and a privilege that he has been fortunate enough to do for over 19 years. He is the proud father of 2 young ladies.
Tracy Cunningham, CSFP
Chartered Senior Financial Planner
Tracy has been helping people pursue their retirement goals for over 20 years. During his 7 years as a presidential advisory board member for an insurance company he implemented many great ideas for retirees. He serves as the president of Design Financial Marketing, LLC alongside his wife
Julie of 26 years. Julie is an Investment Advisor Representative with advisory services offered through Capital Asset Advisory Services, LLC., a registered investment advisor.
Brian McElhany, TX
Striving to challenge conventional methodology
in traditional wealth accumulation and wealth distribution strategies.
Striving to understand the complexity
of taxing wealth in this country.
Striving to deliver a clear understanding of the Power of Zero.
Utilizing the current tax code to create tax-free cash flow.
The information presented here is not specific to any individual's personal circumstances.
Planning by Design Financial does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.
To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law.
These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable-we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.
This communication is strictly intended for individuals residing in the state(s) of AZ, TX and NM. No offers may be made or accepted from any resident outside the specific states referenced.
Advisory services offered through Capital Asset Advisory Services, LLC, an independently owned Registered Investment Advisor.