David, Founder of Little & Associates Wealth Management, has over 35 years of experience in the investment and insurance industry. You will often hear him state that “no two clients are the same” which is why he has dedicated his career to delivering personalized investment planning services to his clients according to their individual needs.
In addition to an experienced group of industry professionals and strategic partners that are part of the process at Little and Associates, David is the middle link of a firm that now spans three generations. Addressing their own ideas and issues around succession planning gives David and his son Tyler unique insight into what has become a significant conversation for many clients today; Legacy and Succession. Over the years David and his Team have come to realize who they are most suited to work with and the approach they take is one of a specific FIT process. Working primarily with very successful business owners and professionals nearing or already enjoying retirement, Little and Associates helps those clients achieve many things, a work optional lifestyle among them.
They do this through a proprietary process, The SWAN FORMula™, taking all the pieces of a client’s individual financial puzzle and putting them in place. There is no guessing or hoping. David’s clients understand that the process is like a recipe; have all the ingredients needed, apply them at the time they become relevant and the outcome to financial independence becomes more predictable. On a personal level, David and his wife Shelly have been married since 1985. They are the proud parents of triplets and have been blessed with two beautiful granddaughters and one grandson! In his spare time, David likes to play golf, travel, and serve as a Deacon in his local church.
Tyler joined the team in 2011. As the third link in a generational business that spans nearly 40 years and three generations, the role of connecting generations striving to achieve financial independence and solve legacy issues is something he embraces. The motivation to continue the service that his grandfather and father built their firm on, essentially connecting the past, present and future, makes it easy for Tyler to relate to multigenerational clients whose goals are not just to build the financial plan, retirement and lifestyle, but also to know what becomes of that plan and their legacy.
As Tyler puts it, “We know that as our client's lives unfold their needs will evolve. Our role then is to make sure the plan we build stays fluid and dynamic just like their lives. We do that with our process, The SWAN FORMula ™”
Tyler has been married to his middle school sweetheart, Ashton since 2012. They have one child, Taya, who has helped them embark on the new journey of parenthood. They currently reside in Roanoke, Texas. Tyler and Ashton are members of Gateway Church in Southlake where Tyler serves as an Usher Captain in the Usher Ministry.
Mary joined the Little & Associates Wealth Management team in August 2016. She serves as our initial point of contact and plays an integral part helping us deliver our value-added services to our clients. She has an extensive background in finance, commercial real estate, event planning and church ministry. Mary is dedicated to pro-actively ensuring efficient and exceptional daily service to our clients and prospective clients. She plans our educational and social client events and is constantly thinking through the client experience to generate new ideas on how to serve our clients well. One of Mary’s strengths is connectedness; so she will be looking forward to building a relationship with you in the future. Mary is committed to assisting our clients in achieving their financial goals.
Mary is a graduate of Olivet Nazarene University with a Bachelor of Science in Psychology and Social Justice. She currently resides in Roanoke, Texas with her husband Michael, and their two daughters, Hannah and Sarah.
Mary joined Little & Associates Wealth Management in February 2018 serving as Director of Operations. She assists with account issues such as new account establishment, provides support for our wealth management process and oversees the daily operations of our firm. Mary provides ongoing support while giving attention to detail as she delivers the highest level of service to our clients in a timely manner.
Mary attended North Lake College and resides in Duncanville, Texas with her husband, Salvador and doggie, Izzy. They have 4 adult children between them and 3 granddaughters Dominique, Haylee & Olivia. Mary attends two churches but serves one God; Holy Spirit Catholic Church in Duncanville and Centro De Fe, Assemblies of God Church in Oak Cliff where she feels privileged to teach Sunday school, BGMC (Boys & Girls Missionary Challenge) and VBS (Vacation Bible School) in the summer.
Cindy joined Little & Associates Wealth Management in January 2020 as Director of Client Relations. She is responsible for scheduling visits, following up on client service requests, client onboarding, and providing advisor support. Through this administrative support she enables each individual staff member to focus on their specific tasks and roles in the firm. She keeps the office running smoothly and ensures a warm, welcoming environment for clients as they engage with the team.
PROSPERA FINANCIAL SERVICES SUPPORT TEAM
Prospera Financial Services is all about supporting the business of independent financial professionals. They strive to provide a superior menu of investment choices, leading-edge technology, indispensable financial tools, expert investment planning and advice, and personalized service — so firms like Little & Associates Wealth Management can bring their clients the same. Affiliated with one of the largest clearing firms in the country, First Clearing, a wholly owned subsidiary of Wells Fargo, Prospera’s resources are world-class.