About Us

David Thompson has over 40 years of financial services industry experience. He holds Series 7 and 63 securities registrations and is licensed in variable / life insurance in Kansas and Missouri.

He is a graduate of the University of Kansas in 1983 with a bachelor’s degree.

Specializing in many areas of wealth management, including estate and retirement planning, he uses his considerable experience and training to develop investment strategies for his individual and business clients that often include distribution plans for retirement, hands-on investment management strategies, tax planning, as well as estate and risk management strategies.

David joined Summit Pointe Financial Group as they share his dedication to the same goals and objectives he believes are necessary to achieve successful outcomes for his clients. David has a particular focus on developing and implementing cutting-edge tax strategies, estate-planning techniques, helping clients minimize their income and estate taxes. Ultimately, David wants all his clients to have confidence in their investments knowing that he is doing everything possible to help them pursue their specific financial goals and objectives.

Born and raised in Wichita, Kansas, David learned the Midwest values of honesty and integrity from a young age. These strong beliefs and principles still guide his personal life as well as his career, and are the foundation on which he stands today.

David loves the outdoors and enjoys many sports and activities, including fishing, golf, and tennis. He and his wife, Patrice, and son, Brooks, enjoy going to the mountains of Colorado or the beaches of Florida when they have the opportunity.