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David S

CFP®, Series 66

Plano, TX

Cetera

David Shill is a CFP®-certified financial advisor with 27 years of industry experience. He is currently affiliated with Cetera Wealth Services, LLC and Cetera as of 2025 and is the owner of Katapult Wealth Partners, LLC, a wealth management business he has managed since 2021. His prior experience includes roles at Avantax and 1 St Global Advisors. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and unaffiliated third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Dean S

PFS™, Series 66

Plano, TX

Cetera

Dean Shill is a financial advisor at Cetera with 10 years of industry experience. He holds the PFS™ designation and Series 66 license. Dean has previously worked with Avantax and 1st Global firms. He serves as a board member of the Dallas Hebrew Free Loan Association, a nonprofit providing interest-free loans to the Greater North Texas Jewish community. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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