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Meet Your Puzzle Wealth Texas Team

Meet Your Puzzle Wealth Texas Team

David Millington serves as the President of Puzzle Wealth and leads the Puzzle Texas region, bringing decades of expertise and a personalized approach to helping clients pursue their financial goals. Based in Texas, David works closely with individuals, business owners, and executives, providing tailored strategies in investments, tax planning, and wealth management. He is joined by his wife, Lisa Millington, who collaborates with David on marketing efforts and plays a key role in introducing new clients to Puzzle. Supporting them is the experienced team at Puzzle Wealth’s headquarters in Schaumburg, IL, ensuring clients benefit from a robust foundation of knowledge and resources. Together, they deliver the comprehensive guidance and solutions that define Puzzle Wealth’s commitment to excellence

Meet Your Team

Meet the straight-shooters behind Puzzle Wealth Texas, where independence meets financial expertise. With a client-first approach, we’re dedicated to helping you pursue your financial goals with clarity and confidence.

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Let’s Get Started

Complete our short survey to schedule a virtual meeting with David Millington. During this personalized session, you’ll learn more about our services, discuss your financial goals, and explore how we can create tailored strategies to help you build and protect your wealth.

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