David Lampe, CLU
Co-Founder & Principal
David's imperative mission is to offer his clients better financial understanding and provide a level of comfort throughout their lifetime and into future generations.
David’s clients must set their own goals and objectives. It is our responsibility to assist them in defining, quantifying, and prioritizing their goals.
As a financial advisor, Mr. Lampe believes clients should receive comprehensive, professional, and tailor specific financial planning advice.
David Lampe, CLU, has forty years of experience in the financial planning industry. He is a graduate of the University of Minnesota. In addition to being a licensed adviser, David Lampe also graduated from The American College, the pioneer of financial services education for over eight decades. *See source below.
As a life learner, David values education as he is an Adjunct Professor at Lone Star College which has become one of the largest colleges in the country in less than a decade. *See below. He teaches courses in financial planning for adults who seek unbiased and straight forward lessons in financial planning.
David continually consults with and learns from other qualified professionals in the complex aspects of financial planning such as estate planning, risk management, tax planning and various other financial planning topics. Mr. Lampe has served as a guest speaker on CNN Radio discussing various financial topics in today's interesting investing environment. David has been named by Cresendo Business Services to the FIVE STAR: Best in Client Satisfaction Wealth Manager list for 2016, 2015 and 2014, published in the summer Issues of Texas Monthly.
David has been married to Charlotte, a community leader and an interior decorator for over forty years. Their oldest son Adam has worked at Lampe & Son Wealth Management for over a decade and has been named as of the President of the firm in 2016. In 2012, David and Charlotte were blessed with their first granchild Carson Michael Lampe and in 2015 our first granddaughter Scarlet Kay Lampe. David's youngest son, Barrett is a Project Engineer at Durotech in the Houston, Texas. David loves to travel and spend quality time with his family and friends. He is also active in his community and church.
David's Direct Line is 832-705-8022