David Cowee is a well-known financial speaker, educator, and advisor who has been assisting pre-retirees and retirees in the East Texas area since 1988. He is the Founder of Pineywoods Financial, a State of Texas Registered Investment Advisor Representative, and a licensed insurance agent. The success of his firm is a direct reflection of his deep commitment to his clients, their families, and the concerns they bring to his door.
For over three decades, his advice and planning strategies have been staples in the retirement planning process for thousands of people. He teaches them how to protect and preserve their assets, increase their retirement income, and reduce their taxes. Having seen the ups and downs of the economy, he can help you safely navigate these often turbulent waters with peace of mind.
David is a highly sought-after instructor, and has led many courses for other advisors across the country on advanced estate planning strategies. He has been recognized for his ability to integrate all areas of necessary planning into concepts that are easily understood and implemented.
His dedication to his family, church, clients and community is reflected in his professional and personal life daily. He is an Elder at Fredonia Hill Baptist Church and a member of The Nacogdoches County Chamber of Commerce. David lives just outside of Nacogdoches with his wife, Sheila, of over 32 years. They spend every spare moment with their five precious grandchildren.