David Sego, CFP®, CPA

Dave is a Partner and wealth advisor in the Dallas/Plano, TX office and a member of the Wealth Management Team.

Dave was born and raised in Kansas City and began his career there as a Certified Public Accountant (CPA) with a large regional CPA firm. In 1985 Dave moved to the DFW area and joined a CPA firm in Dallas. He also became a Certified Financial Planner (CFP®) in 1988. In 1995 his CPA firm merged into Weaver, then known as Weaver and Tidwell. As a tax partner at Weaver, Dave had several management and leadership roles in addition to serving many high-net-worth individuals, families and their businesses with their tax and wealth planning needs.

While at Weaver Dave helped start and led a wealth management RIA that in 2016 merged into a Denver based RIA named The Milestone Group (now known as BOK Financial Private Wealth, Inc). Soon thereafter he became the Managing Director of that firm and after several years he ultimately hired his successor which allowed him to focus on helping grow the wealth management business in Texas. More recently Dave has been focused on serving clients and helping support nonprofit organizations.

Dave is married and has three children. One of his children, Emily was born with Down Syndrome. His most recent involvement with respect to nonprofits is in supporting My Possibilities which is based in Plano, TX. My Possibilities is known as one of the top nonprofit organizations in the country focused on providing a better future for adults with various intellectual and/or developmental disabilities. Dave has served on various board committees including chairman of the My Possibilities Foundation. After finishing his term as board chair, he now serves on the organization’s planning and development committee.

Because of his own personal family situation, Dave has considerable expertise with special needs and wealth management planning with respect to helping families with all sorts of special need situations.