David Mize is a Financial Advisor with Heartland Wealth Management, focused on helping clients make clear, confident financial decisions. While new to the advisory role, he works alongside seasoned advisors with more than 70 years of combined experience, gaining valuable insight while serving clients directly.
Prior to joining Heartland, David spent 12 years in purchasing, where he developed strong analytical and problem-solving skills. He brings that same thoughtful, detail-oriented approach to financial planning—taking time to understand each client’s goals and explain their options in a straightforward, approachable way.
David earned his Bachelor of Science from Oklahoma State University.
Outside of the office, he enjoys spending time with his wife, Nicki, and their daughter, Addie, as well as cooking, entertaining, traveling, and attending Oklahoma City Thunder games.