Our office serves the financial needs of individual investors and small business owners of all ages and financial means. The key distinction for determining who we want to partner with is not based on how much money you have today, but whether you truly care and are committed to improving your current financial situation. We believe in treating our clients as we would want to be treated. It is a privilege to serve as a partner and mentor to our clients, guiding them through investment decisions that stem from both exciting and challenging life events.

I am passionate about serving our community, volunteering in many organizations. In addition to the Tyler and Lindale Chambers of Commerce, I am on the board at The Children's Park of Tyler (which manages a beautiful park and provides Christ-centered support services to those that have lost a child), Eyesight.org (which provides eyesight to the blind in Togo Africa, along with the sharing of the gospel) and Tyler Sister Cities (which fosters goodwill with select other cities around the world).

I grew up in DeSoto, graduated from Baylor with a BBA in accounting. We moved to the Tyler suburb of Lindale in 1999. My wife and I have been married 31 years. She is a teacher in Lindale. We have three grown children. Our oldest and her husband are both medical professionals at Christus Hospital in Tyler. My son currently works as an ICU nurse in Lubbock, while his wife is in med school. Our youngest is currently attending Abilene Christian University. And I am a proud grandparent.

My assistant, Kayla, is a graduate of Lindale High School and Stephen F. Austin University. I am thankful to have her, and our clients are fortunate to have her excellent customer service. We provide highly personalized service based on a relationship that extends beyond helping you manage your money. A plaque in my office contains the definition of stewardship, which is "the careful and responsible management of something entrusted into one's care". This is a reminder to us and our clients of the responsibility we have to be good stewards of the blessings we have been given.

Please contact us today! Kayla and I look forward to the opportunity to get to know you and to come alongside you on your financial journey.

Focus areas

  • New Investors
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Divorce Finances
  • Insurance & Annuities
  • Retirement Savings Strategies

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Scuba Diving
  • Skiing
  • Gardening

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

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing
Request an Appointment

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