David Ortiz
Business Advisor
David Ortiz, first and foremost, takes pride in his role as a loving husband to Kailey and a devoted father to Josie and Tobias. He's not only deeply connected to his family but also actively engaged within the vibrant Norman community, where he's committed to contributing to the flourishing landscape of Oklahoma. Most importantly, he is dedicated to a life following Jesus Christ and is currently a member with Antioch Community Church in Norman, OK.
As the founder of Overflow Wealth Advisory, David brings a wealth of knowledge and experience to his clients. His academic journey includes the successful attainment of a Bachelor of Science in Petroleum Engineering and a Minor in Economics from the University of Oklahoma. Additionally, he holds the distinguished titles of a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Exit Planning Advisor®.
David's professional journey commenced in the oil and gas sector, where he gained invaluable insights and expertise. However, his unwavering passion for Wealth Management led him to pivot his career towards financial services, a transition that found him at Arvest Bank.
With a commitment to delivering nothing short of excellence and an acute understanding of the diverse needs of families, David provided exceptional financial services for three years. This dedicated period equipped him with a comprehensive understanding of the intricacies of wealth management.
