David W. Mize, CFP®, MBA

Relationship Manager

dwmize@stmmltd.com

David Mize joined South Texas Money Management in January 2018 as a Relationship Manager. He currently manages the Dallas office. Mr. Mize is responsible for overseeing client support to the North Texas region and is also an integral team member supporting the firm’s business development activities.

Prior to joining South Texas Money Management, Mr. Mize was owner of Mustang Wealth Management Advisors, a state registered financial planning firm. For twelve years prior, he was a co-owner and Chief Financial Officer for a private health care company with offices in Dallas, Fort Worth and Plano. He successfully sold the business in 2011 to a private equity firm.

Mr. Mize also has extensive experience in non-profit management and development. He previously served as Treasurer for a local educational foundation; and has provided board training to other foundation board members throughout the Dallas region. He has also worked incorporate banking and mortgage lending operations.

As a United States Air Force veteran, Mr. Mize served during Operation Desert Storm. Today, he also works with fellow service members and veterans as a Financial Counselor.

Mr. Mize graduated from Southern Methodist University with a Certificate in Financial Planning. He also graduated from Embry Riddle Aeronautical University with a Master’s in Business Administration, and a Bachelor’s Degree in Economics (with honors) from the University of North Texas. Returning from active military duty, he and his family have lived in North Texas since 1990. Mr. Mize and his wife, Catherine, have been married since 1989 and have three children and one grandchild.