As a financial advisor, I enjoy the opportunity to partner with our clients to create and implement strategies that work towards their specific goals.

Our process starts with finding out what matters most in the lives of our clients. Everything we do is anchored in those beliefs and values. You can rely on us to help you:
- Plan your retirement income
- Guide you on social security strategies
- Save for the education of your children or grandchildren
- Develop tax-efficient strategies to maximize your charitable impact
- Protect against the rising cost of healthcare

We know that these goals can be quite complex, and our clients appreciate how we present them in an easy-to-understand manner. It is always our goal for our clients to feel understood, informed, secure and valued.

We work closely with our clients' other professionals, including CPAs, estate planning attorneys and life insurance specialists, to ensure their goals are being handled with the highest of care.

While our office is located here in Colleyville, TX, we work with a select group of families locally and throughout the country. I work alongside branch office administrators Julie Johnson and Kendall Musick.

Julie previously worked as a teacher in elementary education. Prior to that, she worked in telecommunications and insurance. She is a proud Native Texan and loves Mexican food, her dogs and doing yoga.

Kendall recently graduated with honors from the University of Arkansas with a degree in Communications. She grew up in the DFW area and enjoys time with her family, walks with her dog and watching home renovation shows.

I graduated from the University of Hawaii. I completed the required coursework at SMU to obtain my CERTIFIED FINANCIAL PLANNER™ certification. I hold a life and health insurance license, as well as FINRA 7 and 66 registrations.

I live in Colleyville with my wife, Susie, and our three children. Outside of the office, you will often find us at the soccer or baseball fields, where I help to coach my son's baseball team. I also enjoy traveling, golfing, fishing and watching the Dallas Cowboys. My family and I attend Compass Christian Church.

Focus areas

  • Charitable Giving
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Portfolio Reviews

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Golfing
  • Hockey

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Branch Team

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