David McMenamin

CFP®, ChFC®

Managing Director, Partner & Wealth Advisor

(520) 751-4300

dmcmenamin@carsonwealth.com

HOW DO WE ADD VALUE FOR OUR CLIENTS?

David provides focused guidance to retired and soon to be retired clients in the investment management, retirement and estate planning areas, while providing a level of service that exceeds expectations. By collaborating with clients to develop, implement and monitor a “Retirement Roadmap,” in addition to organizing and simplifying documents and paperwork, David is able to empower clients to pursue their financial goals and reduce their fears about money by helping them make smart financial decisions.

BACKGROUND

David McMenamin is Founder and CEO of Horizon Financial Group, a comprehensive wealth planning firm. Horizon Financial Group is a strategic partner with Carson Institution Alliance, managing over $7.8 billion in assets* for families, endowments, trusts and foundations.

For over 30 years David has been providing independent, objective, unbiased wealth management advice in the areas of retirement, investments, insurance and estate planning strategies. David graduated from the University of Houston with a Bachelor’s degree and subsequently earned his Master’s degree from Florida State University. He continued his education by completing courses in finance at the American College and has the Certified Financial Planner® (CFP®), Chartered Financial Consultant® (ChFC®) and Chartered Life Underwriter® (CLU®) designations. He also holds the FINRA Series 7, 63 and 24 registrations through Cetera Advisor Networks and Series 65 registration through Carson Wealth Management, LLC. David has been recognized by Phoenix Magazine in 2015 as a Five Star Wealth Manager.**

David is a member of many professional and business organizations which include being the past president of the prestigious Southern Arizona Estate Planning Council. He has participated in educational events and been a guest on radio and TV shows discussing wealth management strategies.

PASSIONS

One of David’s passions is classic cars and in his spare time he can be found at car shows helping raise money for charitable organizations. Another passion is to raise the level of financial literacy by having schools begin to teach students, at all grade levels, about money and finances.

David and his wife of 30 years, Donna, reside in Tucson, Arizona. He enjoys spending time with family and friends, hiking, vacationing in the Caribbean and is passionate about fitness and classic cars.


GETTING TO KNOW DAVID

Favorite Food: An oven crusted Filet at Flemings Steakhouse

Best piece of financial advice I received: Start saving as soon as you graduate

What motivates me: Helping people achieve their goals and objectives

Favorite holiday: Thanksgiving