Financial Associate
.
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.
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.
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:
- MBA from Texas Tech University
- FINRA Series 6, 63, and 65 licenses
- Life & Health Insurance License (Texas)
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.
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.
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:
- Kiwanis Club – Empowering communities through service and leadership.
- Boys & Girls Club of Central Texas – Inspiring and enabling youth in Central Texas.
- Garden of Hope – Supporting local initiatives for hope and healing in Killeen.
- Texas Homeless Network – Advocating for solutions to homelessness across Texas.
- Bachelors of Business Management, Texas Tech University
- Masters of Health Administration, Texas Tech University
- Series 6 - Investment Company Products and Variable Contracts Limited Representative
- Series 63 - Licensed Securities Agent
- Series 65 - Investment Adviser Representative
- Securities Industry Essentials
- Colorado
- Texas
Insights
Office location
Harker Heights Location
2019 Rain Dance Loop
Harker Heights, TX 76548
Phone254-294-7461HoursHarker Heights, TX 76548
M – F: 9 a.m. – 5 p.m.
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations