David, Founder of Little & Associates Wealth Management, has over 40 years of experience in the investment and insurance industry. You will often hear him state that “no two clients are the same” which is why he has dedicated his career to delivering personalized investment planning services to his clients according to their individual needs.

In addition to an experienced group of industry professionals and strategic partners that are part of the process at Little and Associates, David is the middle link of a firm that now spans three generations. Addressing their own ideas and issues around succession planning gives David and his son Tyler unique insight into what has become a significant conversation for many clients today; Legacy and Succession. Over the years David and his Team have come to realize who they are most suited to work with and the approach they take is one of a specific FIT process. Working primarily with very successful business owners and professionals nearing or already enjoying retirement, Little and Associates helps those clients work towards many things, a work optional lifestyle among them. 

They do this through a proprietary process, The SWAN FORMula™, taking all the pieces of a client’s individual financial puzzle and putting them in place. There is no guessing or hoping. David’s clients understand that the process is like a recipe; have all the ingredients needed, apply them at the time they become relevant and the outcome to financial independence becomes more predictable. On a personal level, David and his wife Shelly have been married since 1985. They are the proud parents of triplets and have been blessed with four beautiful granddaughters and one grandson! In his spare time, David likes to play golf, travel, and serve as a Deacon in his local church.

Tyler joined the team in 2011. As the third link in a generational business that spans nearly 40 years and three generations, the role of connecting generations striving to achieve financial independence and solve legacy issues is something he embraces. The motivation to continue the service that his grandfather and father built their firm on, essentially connecting the past, present and future, makes it easy for Tyler to relate to multigenerational clients whose goals are not just to build the financial plan, retirement and lifestyle, but also to know what becomes of that plan and their legacy.

As Tyler puts it, “We know that as our client's lives unfold their needs will evolve. Our role then is to make sure the plan we build stays fluid and dynamic just like their lives. We do that with our process, The SWAN FORMula ™” 

Tyler has been married to his middle school sweetheart, Ashton since 2012. They have one child, Taya, who keeps them busy with school and extracurricular activities. They currently reside in Roanoke, Texas and Tyler and Ashton are members of Mercy Culture Church in Fort Worth, Texas.

Houston joined the Little & Associates Wealth Management team in January 2022. After spending his first year working closely with the Director of Operations, he then transitioned into a role as an Associate Advisor & Paraplanner and now serves as a Financial Advisor.

Houston collaborates closely with David, Tyler, and the firm’s clients to support and implement their Financial Plans. As clients’ lives evolve, he helps ensure their financial plans remain aligned with their long-term goals and objectives, particularly as they prepare for and move through retirement.

Houston is driven by a strong commitment to continuous learning and a passion for exceeding client expectations through a truly client-focused experience. In 2025, he earned his CFP® certification and is well-equipped to help you—and future generations of your family—Sleep Well At Night.