As a financial advisor, I enjoy the opportunity to partner with clients to create and implement strategies that work toward 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
- Save for the education of your children or grandchildren
- Coordinate your gifts to charity
- Protect against the rising cost of healthcare
- Guide you on social security strategies

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

We work closely with your other professionals, including CPAs, estate planning attorneys and life insurance specialists, to help ensure your needs are being handled with the highest level of care.

While our branch is located in Colleyville, TX, we work with a select group of families throughout the country. I work alongside branch office administrator Madison Luckett who joined our team in 2019 with a background in finance and marketing. As a four-year NCAA athlete, Madison knows what hard work looks like and brings that dedication and work ethic to our team.

I graduated from the University of Hawaii. I hold a life, accident and health insurance license, as well as FINRA 7 and 66 registrations.

I live in Colleyville with my wife and three children. Outside of the office, I enjoy spending time with my family, traveling, golfing 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 - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Branch Team

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