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.  

    Dan Ice II

      Regional Manager

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.

David Messing

​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. 


​Ben Shackelford​, CSA

Longview, TX

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.


"The Power of Zero"

 Committing to a Life of Learning

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.