Our branch team serves individuals, families and business owners within Tarrant and Dallas counties and virtually across the U.S. Our mission is to partner with both new and seasoned investors by helping them plan effectively while building the wealth needed to fuel their future. By understanding our clients' unique story, we create high-quality strategies to help them turn dreams into reality.

My alma mater is The University of Texas at Tyler, where I graduated with two bachelor's degrees: BBA in finance and BS in economics.

Growing up in East Texas, the importance of family and community has been deeply ingrained in me. After graduating from UT Tyler, I spent an incredible year doing mission work across Europe, North Africa, the Middle East and Asia, and was blessed to see 14 amazing countries and cultures. Shortly after returning, I aspired to use my studies and experience to help make lasting impacts in my Northeast Texas community, so I moved to Dallas-Fort Worth to pursue my career in financial services and have worked for robust, internationally-renowned firms. Unexpectedly, upon moving to the Metroplex, I immediately met my wonderful wife, Jackie, who works as a nurse for Baylor, Scott and White Hospital.

DFW, one of the fastest-growing communities in Texas, has become my home and luckily, my outlandish fandom of every major sports team here has been welcomed.

Outside of the office, you’ll see me at the local dance hall two-stepping or swing dancing with Jackie, enjoying pick-up basketball at 24-Hour Fitness or spending time with friends and family playing Settlers of Catan. Everything I do involves my community, which will never change.

Focus areas

  • Retirement Income Strategies
  • Wealth Strategies
  • College Savings
  • Entrepreneurs & Business Owners
  • Intergenerational Planning

My Personal Interests

  • Dancing
  • Health & Nutrition
  • Personal Fitness
  • Sports Enthusiast
  • Traveling

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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