David Thompson

David Thompson has over 35 years of industry experience. He holds Series 7 and 63 securities registrations and is licensed in Insurance for Variable/Life in Kansas and Missouri. He is a graduate of the University of Kansas in 1983 with a Bachelor’s Degree.

David specializes in many areas of wealth management, including estate and retirement planning. David 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 has 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’s focus is on developing and implementing cutting-edge tax strategies, estate-planning techniques, and helping clients minimize 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.

David was born and raised in Wichita, Kansas where he learned the Midwest values of honesty and integrity. Having strong beliefs and principals for his personal life and business is the foundation which he stands on 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.