David  Boothby, AAMS®

David Boothby, AAMS®

CFO / Financial Planner


What is your favorite vacation you have ever been on?

Ireland - this was a family bucket list trip. The scenery was amazing, and the people were friendly – even when I was driving on the wrong side of the road.

Best piece of advice I have ever given is…

The best advice I have given was to my kids when they left for college: just because you can doesn’t mean you should.

Something you might not know about me is...

I’m a country boy at heart: God first, small towns, dirt roads, and shooting things.


David Boothby joined Cedarwood Financial Partners as a founding partner in 2022 after serving his clients at Edward Jones for six years. Prior to Edward Jones, David spent 20 years with Texas Hydraulics, first as an engineer and ultimately as Vice President of Operations.

David holds a Bachelor of Science in Engineering from Oklahoma State University, a Master of Business Administration from Tarleton University, and the Accredited Asset Management Specialist certification.

Serving the greater Temple community is important to David. He’s served as an elementary teacher at Vista Community Church since 2009. He’s also an active member of the Rotary Club, Temple Gun Club, and the Temple Chamber of Commerce.

David and his wife, Carrie, have been raising their two children in Temple since their 1996 move from Oklahoma to Central Texas. Together, they enjoy spending time at the lake and serving the community through volunteer projects as a family.

David believes that building professional and personal relationships with his clients establishes trust and creates lifelong friendships.