Improving your financial wellness begins with self-reflection on your values and priorities. Stop now and ponder... What are those for you? Do they involve pursuing a passion, improving your health, spending time with friends and family, traveling or something else? Together, we will identify those and help you clarify and prioritize the financial goals that matter most to your family, your business and yourself.

Our vision is to see our community transformed for the better by creating a culture of generosity that connects you with your purpose and passion. We believe we can accomplish this with you by helping you achieve a work-optional lifestyle. Once work financially becomes an option, you will have the choice of being more generous with your money or your time, depending on whether you choose to continue working or not. Every choice you make is a vote towards who you are and who you want to be. Where to give your money or your time is up to you, and it's our priority to connect you with your purpose so that what you choose brings the greatest fulfillment to you.

The "Generosity Culture" vision began at the early onset of my marriage with Natalie in 2013. Together, we committed to never saving more than we were giving. In addition, we chose to never give to something we weren't willing to commit our time to. As parents, we strive to instill the ideals of leading a generous life in our sons, Braxton and Maxwell.

My team and I embrace the "Generosity Culture" by focusing everything we do on you and your priorities as the center of ours. We want you to know that you never have to travel your financial journey alone.

Our relationships with you are built on better understanding and achieving what is most important to you. The heartbeat of our message is to help you feel secure, informed and in control with your financial decisions. Please contact us, today, if you are ready to find purpose and clarity around what matters most in your life and finances.

Focus areas

  • Charitable Giving
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Intergenerational Planning
  • Socially Conscious Investing
  • Estate & Legacy Strategies

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Reading
  • Wine Collecting/Enthusiast
  • Golfing

Office Information

Office Address

110 Vintage Park Blvd Suite F Houston, TX 77070

Office Hours

Office Hours
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Branch Team

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