About David Mitchell

Welcome! I’m David Bryant Mitchell, a financial advisor based in Harker Heights, serving clients across Central Texas. With a passion for helping individuals and families achieve financial clarity, I provide personalized, holistic financial planning to help you reach your goals. Whether you're planning for retirement, securing your family’s future, or giving back to causes that matter, I’m here to guide you every step of the way.


As a licensed financial professional with Thrivent, I offer expert advice in retirement planning, estate planning, investments, life insurance, and income tax planning. My goal is to strengthen your financial position, protect your future, and help you live a life aligned with your values.

My Approach to Financial Planning

Navigating your financial journey can feel overwhelming, but it doesn’t have to be. I take a comprehensive approach to understand your unique financial landscape, offering tailored recommendations to ensure you’re well-positioned for success. Together, we can:


  • Strengthen your financial position with strategic investments.
  • Protect against unexpected illness, injury, or loss.
  • Explore tax-efficient strategies for managing your money.
  • Prepare for a secure and fulfilling retirement in Central Texas.
  • Build lifelong income streams.
  • Support charitable causes that matter to you.
  • Address advanced estate planning needs for your family’s legacy.


With Thrivent’s century-long tradition of financial expertise, I’m proud to serve the Central Texas community, including Harker Heights, Killeen, Temple, and beyond.

My Experience & Credentials

With over 18 years of leadership in healthcare and financial services experience since 2019, I bring a practical and people-focused approach to financial advice. I hold:



As a licensed investment advisor, I help clients make wise decisions about investments, life insurance, retirement, and estate planning—all with transparency and a long-term view.



Personal Information

I’ve been married to my wife, Sarah, for 24 years, and we’re proud parents to Josh (21), Rachel (19), and Annabeth (6). As a Harker Heights Chamber of Commerce Ambassador and a Volunteer Minister, I’m deeply committed to serving the Central Texas community. My work is driven by a desire to make a meaningful impact, both financially and personally, for my clients and neighbors across Texas.

Giving Back

I take pride in helping my clients find their way to give back through Thrivent. To learn more on how we help you give to your church or community, check out Thrivent Membership Benefits.


Personally, I work closely with and support these Central Texas nonprofits: