TDECU Wealth Advisors:
Meet Our Team

Let me help you address your financial goals and objectives! These often include growing your money wisely, providing for your family should they lose your income, funding college expenses for your children and grandchildren, and making sure you are prepared for your retirement. As a Certified Investment Management Analyst and Retirement Income Certified Professional designee with over 40 years of experience in the Financial Services Industry, I am particularly well suited to help you.

The Financial Planning process, which is the core of my practice, enables me to clearly understand the unique, personal needs you have as an individual and a provider. As your needs change over time, we will be able to make the necessary adjustments to ensure your continued financial well-being. If you would like to learn more about Retirement Planning, Investments, Risk Management/Protection Planning, and College funding, I hope you will give me the opportunity to have a personal conversation soon.

Kent Dickens is a Wealth Management Advisor with TDECU Wealth Advisors who believes financial planning is ultimately about people, not portfolios. He takes the time to listen carefully, understand each client’s story, and build relationships that extend far beyond transactions.

For Kent, this work is personal. He understands that behind every decision is a family, a future, and a legacy that matters deeply. That’s why he walks alongside clients through life’s milestones and transitions with steady guidance, thoughtful perspective, and genuine care — helping them move forward with clarity, confidence, and peace of mind. is ultimately about people, not portfolios. He takes the time to listen carefully, understand each client’s story, and build relationships that extend far beyond transactions.

As a licensed Investment Advisor Representative since 2021, I take my fiduciary responsibility to my clients seriously. My goal is to provide clients with focused financial planning to guide them through all phases of their financial journey. I assist clients with retirement savings, providing for children’s college education, tax-efficient distribution plans in retirement, business planning and legacy planning. Effective financial planning is a collaborative effort with clients to define their financial goals, develop a data-driven plan to reach those goals, and to adjust that plan over time. Beyond planning, I am passionate about personal finance education. It is always my goal for clients to fully understand their plan so that they have the confidence to enact their plan and stay consistent through all of life’s ups and downs.

I am a graduate of The University of Oklahoma with a B.S. in Petroleum Engineering. I spent 11 years in the oil & gas industry working as a completion engineer for ExxonMobil and ConocoPhillips, including 1 year in the Republic of Chad. I have been a financial advisor since 2021, holding series 7 & 66 licenses, as well as a life & health insurance license. In my off time, I enjoy exploring the world with my wife, Emily, watching college football with friends, playing guitar, and cooking.

As your dedicated wealth advisor, I go beyond numbers to truly understand your dreams and aspirations, creating an actionable and personalized financial plan that strives to align with what matters most to you. It’s my passion to guide my clients toward their goals with thoughtful strategies, attentive service, and comprehensive advice. I bring together my accounting background and licenses in Series 7 & 66 held through LPL Financial, and life insurance to make finances simple and approachable. My purpose is to build relationships and walk alongside my clients through every stage of their financial journey. Outside of my profession, I’m blessed to create lasting memories with my four vibrant school-age daughters, all while enjoying the warmth and charm of our small-town community. My services include:
 • Financial Planning
 • Retirement Planning
 • Investment Management
 • Legacy and Estate Planning Strategies
 • Tax Strategies
 • Risk Management and Insurance

As a wealth management advisor, my passion lies in helping individuals, families, and small businesses build a legacy they can live on or leave to their beneficiaries. Each client is unique, but my objective stays the same: to create a plan designed to help work toward the income and growth they need to sustain their lifestyle now and in retirement. As we start to build the advisor-client relationship, we gain the privilege of becoming part of the clients’ ever-changing life stages in tandem with fully understanding their needs and passions.

My holistic approach to investment planning allows me to create tailored plans for each client based on their investment objectives, time horizon, and risk tolerance. Recognizing that each client has individual needs, I dedicate myself to understanding and appreciating their unique situations before making recommendations. I believe in educating my clients and working diligently to help them develop achievable goals, understand their financial choices and portfolios, and implement strategies that assist them in attaining their personal goals.

I have been in the financial industry for over a decade, helping clients address their financial concerns. My promise to my clients is to utilize my years of experience in the financial industry to provide timely financial advice and guidance with the highest level of professional service.

Let’s schedule a one-on-one financial review focusing on:
 • Retirement Planning
 • Wealth and Risk Management
 • Family Legacy Planning
 • Tax Planning Strategies

David McElroy started his career in the financial services industry in 1998. During his career he served as a National Sales Manager and Regional Vice-President for various investment companies before he decided to move into the role as an LPL Registered Financial Advisor with TDECU Wealth Advisors. David has extensive experience with retirement plans, life insurance, Long Term Care and college planning.

Known for a deep commitment to client well-being, David takes the time to listen, understand and tailor strategies to each client’s unique circumstances.

Outside of work, David enjoys spending time with his wife, Lesli and their kids, Mallori and Abbie along with their two puppies. You’ll often find David enjoying time in the gym, woodworking or travelling in his RV.

Every stage of life brings new goals, opportunities, and challenges for us and the people we care about. My role is to help you navigate those moments with clear, thoughtful financial guidance.

I work one-on-one with clients in a confidential and supportive environment. I take time to listen to what matters most to you and avoid unnecessary financial jargon. Together, we focus on solutions that align with your goals, comfort with risk, and time horizon.

Planning for the future often means preparing for uncertainty. By understanding your options and identifying opportunities for improvement, we can build strategies designed to help you move forward with confidence and live the life you envision.

I am a graduate of Howard University and have been guiding clients with their financial decisions for more than 20 years. Outside of work, I enjoy time with my family. I am married with three adult children, and our household also includes a rescue dog named Leo and a yellow-naped Amazon named Alexander.

I aim to build life-long, multi-generational relationships with my clients based on their personal goals maintained through specific financial milestones. Financial Planning done right, is a process of deep exploration whereby we help clients define measurable planning targets, test current state outcomes and propose those alternatives that work towards desired outcomes. Every phase of life presents unique administrative and economic realities. I assist clients thinking through the accumulation, good retirement years, challenged retirement years and end-of-life segments to define measurable goals and appropriate strategies to achieve financial well-being.

I have been in the Financial Services Industry for 25 years. I have held corporate, leadership, and individual producing positions during my career. I have a Bachelor’s and Master’s Degree in Finance and hold Series 7, 66, 24 through LPL Financial and Life & Health licenses. By virtue of having been born in South America I am also Bilingual in Spanish. My former business ownership, career and life experiences combined with my educational background allows me to closely relate and understand the financial needs of business owners, career professionals, executives, and the Hispanic community alike.

As your Sr. Registered Client Service Associate, I strive to deliver exceptional customer service, providing an effortless journey and efficient communication regarding your investments with TDECU Wealth Advisors. In today's complex financial landscape, having a dedicated resource to assist you and your advisor ensures our members receive the highest level of care possible.

I bring with me over 25 years of financial industry experience and I currently hold Series 7, 66 through LPL Financial and Life & Health Insurance Licenses. I have 3 adult children who live in the Austin area. My husband David and I now live at home with our two dogs. Outside of work my passion is gardening. I love planting seeds and watching them grow. I also enjoy reading, spending time with my husband, family and friends camping, boating, and visiting our Texas beaches.