David Yates

Independent Agent

David Yates is the President and CEO of Legacy CP, Inc. and Financial Consultant with Echelon Wealth Group – a Concierge financial planning firm consisting of registered investment advisors, CPA’s and Legal resources.

David has been specializing in workplace benefits and retirement planning since 1994. He grew up valuing customer service because of his association with a family cafeteria business and offers “on demand” client service.

He is affiliated with the American Speakers Bureau of Franklin, Tennessee, and has facilitated VA and Medicaid planning CLE workshops to practicing members of the State Bar of Texas and Texas CPA’s.

He provides Social Security and Medicare enrollment assistance – including those with specialized chronic needs plans or managing disabilities through his affiliation with the American Benefits Exchange.

P: 214.649.6457
David@Echelon-Wealth.com