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Newsletters
  • Questions to Ask Before Buying That Thing You've Always Wanted
    Even if you're generally comfortable with your finances, you may occasionally worry about how much you're spending, especially if you consistently
  • Demographic Dilemma: Is America's Aging Population Slowing Down the Economy?
    It's no secret that the demographic profile of the United States is growing older at a rapid pace. While the U.S. population is projected to grow
  • It's Time for Baby Boomer RMDs!
    In 2016, the first wave of baby boomers turned 70½, and many more reach that milestone in 2017 and 2018. What's so special about 70½? That's the age when you must begin
  • What can I learn from looking back on my financial situation in 2017?
    If your financial plan for 2017 didn't work out the way you wanted it to, don't beat yourself up. Instead, ask yourself the following questions to
  • What financial resolutions should I consider making as I look ahead to 2018?
    A new year is right around the corner, bringing with it a fresh start for you and your finances. What will you do this year to help improve your
    
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David J. Quick, CPA, is the President and founder of Hearthstone Financial, Inc. 
David Quick CPADave graduated with honors from the University of Missouri-St. Louis in 1981, where he received a Bachelor of Science in Business Administration and a Minor in Economics.  He has over 30 years experience advising clients on complex financial matters.  He began his career working as a Certified Public Accountant where he ultimately became a Senior Manager of Price Waterhouse, one of the world’s largest and most respected accounting, tax, and consulting firms.

Building on his strong financial background as a CPA, Dave became licensed to serve as a Financial Advisor in 1992.  Since that time, he has assisted clients in developing comprehensive personal financial plans that go far beyond appropriate investment selection.  He strives to deliver comprehensive planning solutions that combine tax planning, estate planning, and solid investment strategies to help his clients’ achieve their goals and dreams.

Dave is dedicated to better educating and assisting individuals who are concerned with retirement financial planning issues. 

Each of our associates has extensive personal and professional experience.

Many hold various professional designations, and qualified representatives are licensed to sell a variety of investment and insurance products.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances. 

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We’re looking forward to using our expertise to help you pursue your financial goals.

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16610 Dallas Parkway, Ste 1700, Dallas, TX  75248
Local: 972-503-4343     Toll Free: 866-503-4343     Fax: 972-503-8282


Securities and Investment Advisory Services offered through Foresters Equity Services, Inc., Member FINRA, SIPC and a Registered Investment Advisor. 
Hearthstone Financial, Inc. is Independent of Foresters Equity Services, Inc. Hearthstone Financial, Inc. and Foresters Equity Services, Inc. are not CPA firms.

 


Check the background of this financial professional on FINRA's BrokerCheck.