J. David Phinney

My commitment is to provide independent and objective financial planning, superior investment alternatives to individuals and businesses, and world-class customer service. I take great pride in tailoring investment strategies to match my clients' needs and circumstances.


Phone: 979-680-0658 ext. 111
Email: DavidPhinney@OFGfinancial.com

David has been a part of the Bryan/College Station community since 1990. He began his financial planning career with MetLife where he was recognized as a Leaders Conference qualifier and team member of the office of the year. David was then recruited to join New England Financial Services and remained with them until joining Executive Financial Services in 2000.

David specializes in retirement and investment planning and is a founding member of the Central Texas Association of Insurance and Financial Advisors. David is an authorized representative for the NEA Valuebuilder Program. He provides educators of Texas A&M University System and independent school districts across the state of Texas with a variety of options to secure their financial future.

David and his wife, Lauren, have been married since 1992 and have three children, Kathryn, Calvin and Becka. David is a deacon and active member of First Baptist Church, College Station where he teaches financial courses as a part of the Newlywed/Nearly wed class.