Our clients choose us and stay with us because we are focused wholly on helping them manage, protect, and maximize their money. It is my personal objective to work diligently to build trusting relationships so that we can continue to help clients make informed decisions designed to address both their current situations and their long-term goals.
As a Wealth Management Advisor since 1997, I have been able to successfully bring my previous experience in corporate finance with Fortune 500 companies to the work I do with clients today. My objective is to help clients make smart financial decisions for their individual situations. Our clients are often business owners in the construction or energy industry, as well as successful self-employed professionals like doctors and attorneys. I help them plan, save, design protections from risks, and find tax-efficient solutions to their financial lives.
I hold the CERTIFIED FINANCIAL PLANNING™ (CFP®) designation from The CFP Board and the CPA* designation. I have a degree in Finance from Baylor University.
On a personal note, I have been married since 2002 and we have two daughters. We enjoy spending time skiing, traveling to foreign countries, and watching our girls participate in equestrian competitions. I am also deeply involved in our church and our children’s school serving on the financial committees and advisory board.
*Not practicing on behalf of Massachusetts Mutual Life Insurance Company (MassMutual) or its affiliated companies. Authorized for accountancy services in the following states: Texas