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Contributing to the community through assistance of small businesses and non-profit organizations.
Facilitating the growth and success of small businesses to create lasting legacies.
Advocating for economic empowerment to enhance the well-being of all in Rockwall County.
We offer free advice and counsel to Rockwall County and surrounding communities.
We can help with operational, marketing and cash flow analysis
We have growth capital available to support your growth
We can help you prepare to sell your business
We would love to help but if we can't someone in our growing network may be able to support your needs.
Rockwall Capital Group was formed to help small businesses in our community grow and prosper. The name is new, the experience is not. The founder and partners have been involved in a myriad of successful business startups, turnarounds, and scaling for growth over decades.
We start by clarifying your goals under the discretion of an NDA and exploring the different ways we can help. We follow by analyzing your key performance indicators against desired results. Then we help you form a strategy designed to meet your objectives balanced against your tolerance for risk.
Our team is comprised of people with different kinds of business experience, unique history and life stages. However, we all share a commitment to personal growth and development with a sincere desire to help others expand their horizons that favor personal legacies.
David has been fortunate to have worked with, for and collaborated with a multitude of extraordinary people providing for a wealth of invaluable experiences. Each of which has contributed toward a broad and enriching business career. He has contributed to Fortune 500 turnaround efforts, served in executive roles for startup and scaling for nine figure exits. A native Texan earning a Bachelor of Business degree with a concentration in Human Resources from the University of Texas at San Antonio. The next chapter includes you.
Alicia has been a successful entrepreneur, professional model, life coach, and held a variety of key contributor roles in banking and fintech. She is passionate about giving back to the community and thrives at helping others. She holds a Bachelor of Arts in Communication and Media Studies from the University of Rhode Island and is the heart of our people first culture.
Gerardo is a multi-national executive with 25 years of P&L, business development, and sales/marketing experience known for turning around businesses in highly competitive environments. He embraces a performance driven approach with a passion for personal and professional growth. As a Mexican national turned American citizen he holds a Bachelor of Arts in Public Accounting from the Universidad Iberoamericana and a Master of Business in Management from Harvard Business School.
Jesse is an accomplished legal, compliance and regulatory risk professional with expertise in risk identification and mitigation in financial services. Strategically focused to drive long-term business objectives and reduce regulatory risk. Strong leadership and communication skills with emphasis on big-picture impact, excellence and risk-based prioritization. Diverse business and legal leadership experience with thorough understanding of compliance, legal and operational complexities. Proven ability to resolve complex operational and legal compliance issues through cross functional teamwork and collaboration. He holds a Bachelor of Science in Finance from Butler University and a Juris Doctorate from the Indiana University Robert H. McKinney School of Law.
Sean is a results-driven executive leader with extensive experience executing strategic business objectives through technical initiatives for a wide variety of mid-size and large-cap organizations. Adept at translating corporate strategic goals into actionable technical business plans. Skilled at communicating new technologies and concepts to cross-functional audiences. Recognized talent developer skilled in building leaders and at motivating teams to peak levels of performance. He holds a Bachelor of Business Administration in Information Technology and Finance from the University of Wisconsin and a Master of Business Administration in Finance from the University of Wisconsin, Lubar College of Business.
Kristin is an expert in small business operations with a special emphasis on employee relations in an entrepreneurial environment. She has a long-standing business career with a well-known reputation for building optimal performing organizational cultures by leading high-impact training/coaching, implementing effective performance management tools, and leveraging critical contract negotiation/dispute resolution strategies. Her strength lies in her passion and commitment for helping teams discover developmental opportunities for continued growth. She holds a Bachelor of Arts in Psychology and a Master of Science in Sports Management from the University of Illinois Chicago.
Contact us to learn more about this unique opportunity.
Metrics drive results
You don't have to do it alone!
David and I worked side-by-side at CNO Financial for eight years. He is among the most caring leaders I’ve known.
He cares about his staff. He’s been able to take strong leaders on his team and given them freedom and challenges to raise their performance. Others that are struggling, received coaching and support, and ultimately if unabl
David and I worked side-by-side at CNO Financial for eight years. He is among the most caring leaders I’ve known.
He cares about his staff. He’s been able to take strong leaders on his team and given them freedom and challenges to raise their performance. Others that are struggling, received coaching and support, and ultimately if unable to meet the business needs were reassigned. He cares about business partners. In particular, his dedication to the company’s writing agents was unquestioned. His mantra “as you go, we go” was unwavering, knowing that often those closest to the customer had the best understanding of their needs. He cares about shareholders. While a clear industry subject matter expert in life and health new business processes, he faced heavy challenges on his team’s financial performance. Over a period of months, his organization went through a transformation with new, robust data reporting, external consultant audits, higher productivity, and ultimately better results. During difficult times, he maintains his composure and focuses his team’s execution on singular goals. Ultimately, this makes him dependable in all types of situations. It’s also worth noting, that he’s fun and likable guy.
Chris Campbell, CEO Chairman of the Board Better Life
I worked closely with David while he directed the reorganization of CNO Financials’ Long Term Care division and again while he was involved with the improvement of Banker's Long Term Care performance. David provided creativity, critical thinking, and outstanding leadership throughout both of the initiatives. He is a very quick study and h
I worked closely with David while he directed the reorganization of CNO Financials’ Long Term Care division and again while he was involved with the improvement of Banker's Long Term Care performance. David provided creativity, critical thinking, and outstanding leadership throughout both of the initiatives. He is a very quick study and has the capacity to take on any challenge. I was impressed with his ability to absorb/understand new information and then be able to make an impactful/informed decision in a short amount of time. David communicates easily with front line employees, C-level executives, and everyone in between. He is a straight shooter and a good guy to partner with; he builds the type of team people want to be on. I enjoyed working with David and would look forward to working with him again in the future.
Chad Bellin, President of Insurance Services at Independent Pet Group
David is a true professional, a rare combination of a strategic thinker, willing to roll up his sleeves and get into the detail. David's an expert in several products including Long Term Care and Medicare Supplements. He is intimately familiar with the needs of various distribution channels and is a true partner in that sense. David is ea
David is a true professional, a rare combination of a strategic thinker, willing to roll up his sleeves and get into the detail. David's an expert in several products including Long Term Care and Medicare Supplements. He is intimately familiar with the needs of various distribution channels and is a true partner in that sense. David is easy to work with, a clear and conscientious communicator with an even disposition. I've always valued and appreciated his knowledge and approach, a real pleasure to work with.
Lane Kent, CEO of Independent Pet Group
David is a proven, thoughtful and outstanding leader! His contribution to the Military Warriors Support Foundation was invaluable as he helped us think through both the opportunities and the myriad challenges we faced as we went through a rapid growth cycle. His experiences as a senior leader in a large company was truly a godsend. His he
David is a proven, thoughtful and outstanding leader! His contribution to the Military Warriors Support Foundation was invaluable as he helped us think through both the opportunities and the myriad challenges we faced as we went through a rapid growth cycle. His experiences as a senior leader in a large company was truly a godsend. His heart for the combat wounded heroes was apparent as he helped raise internal financial support at CNO Financial Group for several homes for our combat wounded veterans all across the country. David went above and beyond as the Executive Champion personally attending the events as we awarded the mortgage-free homes to the heroes! Thank you for your heart to serve!
Ken Eakes, Executive Director of the Military Warriors Support Foundation
David and I have worked together through our respective businesses for over 6 years. He is a senior level executive with excellent strategic vision. A consensus builder, he has a demonstrated ability to set broad strategic goals and manage his team to achieve them. He is likable, patient, witty, and clearly works well with peers and staff
David and I have worked together through our respective businesses for over 6 years. He is a senior level executive with excellent strategic vision. A consensus builder, he has a demonstrated ability to set broad strategic goals and manage his team to achieve them. He is likable, patient, witty, and clearly works well with peers and staff alike. I strongly recommend him.
Jim Del Vecchio, President Asset Protection Unit
I had the pleasure and good fortune of working with David on the turnaround of a business unit for a Fortune 500 company. David completed a re-engineering of the operational units of the business that contributed significantly to the success of the turnaround. I was particularly impressed with his ability to motivate his staff during a pa
I had the pleasure and good fortune of working with David on the turnaround of a business unit for a Fortune 500 company. David completed a re-engineering of the operational units of the business that contributed significantly to the success of the turnaround. I was particularly impressed with his ability to motivate his staff during a particularly stressful time. As a result of his performance on this assignment and his superior operational, people, and leadership skills he was quickly identified for a senior management role in the company. I recommend David without qualification for any organization looking to enhance its operational performance and senior management team.
John Wells, President & CEO Senior Health Insurance Company of Pennsylvania
David is a highly effective business operations executive, gifted with keen analytical skills and a determination to achieve the highest level of efficiency through thoughtful measures and metrics.
My experience with David's work style is that of a highly collaborative and consultative nature. He also prides himself in ownership of his r
David is a highly effective business operations executive, gifted with keen analytical skills and a determination to achieve the highest level of efficiency through thoughtful measures and metrics.
My experience with David's work style is that of a highly collaborative and consultative nature. He also prides himself in ownership of his responsibilities, not just excelling in his role.
Sam R. Homer, PHD CTO Green Fluid Ventures
I had the pleasure of working with David for over 5 years at CNO Financial. Our time together began with the turnaround of a critical business unit for the company. When I met David, I expected a leader with substantive industry expertise and a results-oriented mindset. While he certainly does possess these traits, the thing I found most
I had the pleasure of working with David for over 5 years at CNO Financial. Our time together began with the turnaround of a critical business unit for the company. When I met David, I expected a leader with substantive industry expertise and a results-oriented mindset. While he certainly does possess these traits, the thing I found most impressive was his uncanny ability to take complex problems and break them down into very manageable elements and clear goals for the team. In an environment where there was an almost overwhelming number of problems to fix, this ability was instrumental in providing the team with the necessary clarity and confidence to successfully tackle each problem head on. While the turnaround of the business was a team effort, David’s particular contributions and leadership was absolutely critical to achieving this positive outcome. His performance led to a major promotion to lead the Underwriting organization where he was able to continue to add to his track record of delivering exceptional results for the company as well as an expansion of his responsibilities. Based on his talent and experience, David is also the rare talent who is equally at home in both operations and sales. As such, he would be a great addition for any organization seeking a results-oriented executive that can be effective in a variety of roles and has an innate talent for communicating with a variety of stakeholder groups.
Andrew Ouimet, COO Agentero
"Without ambition one starts nothing. Without work one finishes nothing. The prize will not be sent to you. You have to win it."
Ralph Waldo Emerson
101 South Fannin Suite 104 Rockwall, Texas 75087
Please contact us if you cannot find an answer to your question.
We are a local, small business network supporting fellow entrepreneurs and business leaders in our community.
No, membership is free. We support each other, share learnings and gain experience through the power of our network.
We have three fee structures - Free, Fee, and Equity.
Advice and counsel are free; Fees if you need unique and complex support, and we are so confident in our offerings we will accept an equity stake in your business to grow together.
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Rockwall Capital Group
supports the Greater Rockwall Youth Symphony