Your TIME Financial Team Serving - Southern Texas TIME Financial, a Crump Company Providing tax, estate, charitable, business & insurance planning expertise to the financial services community 800.334.9339 www.timefinancial.com David E. Christenson, CFP®, CLU® Senior Regional Specialist Phone: 877.689.2005 Mobile: 830.515.0444 Fax: Email: Aaron Pinkston, FLMI®, ACS® Internal Sales Specialist Phone: 866.896.4995 EXT: 2 Fax: 717.703.4891 Email: With twenty five years’ experience, Dave specializes in planning for ultra-high-net-worth families, high-income professionals, senior executives, and businesses owners. Dave started his financial services career in Michigan providing estate and business planning exclusively for the owners of privately held family businesses. Moving to Texas in 2001, he transitioned to working exclusively with financial advisors. Having a special ability to understand complex client concerns, Dave brings together innovative solutions, and communicates them in understandable terms. This makes him an extremely valuable resource to financial advisors as they serve their most important clients. Dave utilizes a unique “FACES” process to understand clients’ objectives in the areas of estate, business and charitable planning. Together, Dave and the Financial Advisor identify goals, review available solutions, and present the best ideas to the client. Finally, the plan is implemented by working collectively with all of the clients’ advisors. With his wife Angie, Dave lives in New Braunfels, Texas and enjoys shooting sports, fly-fishing, metal working and restoring his old cars. 21550 Oxnard Street Suite 500 Woodland Hills, CA 91367 7400 Carmel Executive Park Drive Suite 340 Charlotte, NC 28226 818.444.1476 [email protected] David E. Christenson, CFP®, CLU® Senior Regional Specialist [email protected]

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Your TIME Financial TeamServing - Southern Texas

TIME Financial, a Crump CompanyProviding tax, estate, charitable, business & insurance planning expertise to the financial services community

800.334.9339www.timefinancial.com

David E. Christenson, CFP®, CLU® Senior Regional SpecialistPhone: 877.689.2005Mobile: 830.515.0444Fax: Email:

Aaron Pinkston, FLMI®, ACS®Internal Sales Specialist Phone: 866.896.4995 EXT: 2Fax: 717.703.4891Email:

With twenty five years’ experience, Dave specializes in planning forultra-high-net-worth families, high-income professionals, seniorexecutives, and businesses owners.

Dave started his financial services career in Michigan providing estateand business planning exclusively for the owners of privately heldfamily businesses. Moving to Texas in 2001, he transitioned toworking exclusively with financial advisors.

Having a special ability to understand complex client concerns, Davebrings together innovative solutions, and communicates them inunderstandable terms. This makes him an extremely valuableresource to financial advisors as they serve their most importantclients.

Dave utilizes a unique “FACES” process to understand clients’ objectives in the areas of estate, business and charitable planning. Together, Dave and the Financial Advisor identify goals, review available solutions, and present the best ideas to the client. Finally, the plan is implemented by working collectively with all of the clients’ advisors.

With his wife Angie, Dave lives in New Braunfels, Texas and enjoysshooting sports, fly-fishing, metal working and restoring his old cars.

21550 Oxnard Street Suite 500 Woodland Hills, CA 91367

7400 Carmel Executive Park DriveSuite 340

Charlotte, NC 28226

[email protected]

David E. Christenson, CFP®, CLU®Senior Regional Specialist

[email protected]