The opportunity to positively impact people's lives is important to me. I help families to develop and implement financial strategies that are centered around what's most important to them.

Utilizing advanced tools and an established process, I help my clients to document a solid financial foundation and establish goals based on their needs, dreams and desires. Our branch focuses on providing tailored strategies with an emphasis on asset allocation and asset protection strategies. Our mission is to educate and ethically serve our clients while helping them to grow, preserve and transfer their wealth per their desired legacy strategy.

We work with individuals who may be going through life transitions such as preparing for or living in retirement, career changes, buying or selling real estate, a new marriage or a divorce, the birth of a child or the death of a loved one, or managing an inheritance.

We work with business owners in creating employer sponsored retirement plans, providing cash management and business banking solutions, key employee insurance and business transition/exit strategies.

I reside in Cypress, Texas, with my wife, Rhonda, and the youngest two of our four children who both attend Cypress Ranch High School. I have a daughter attending Texas State University and our eldest daughter is raising a family of her own with our three grandsons. Legacy strategies and creating generational wealth opportunities are important to me and I work to help ensure my clients who desire the same opportunities for their families have access to the guidance and resources needed to achieve their goals.

I am a member of the Cy-Fair Houston Chamber of Commerce, an Alumni Admissions Ambassador for Dartmouth College, and I belong to several business networking groups. I advocate for small businesses and for creating opportunities for others. As a culture of inclusion leader for my region at Edward Jones, I understand the importance of engaging and establishing trusting relationships with diverse and underrepresented members of our communities. Our branch is committed to helping to build stronger, healthier communities through financial wellness.

If you or someone you care about has questions or would like to receive a second opinion regarding their financial strategy, I'd be happy to help. Contact me today to schedule a confidential consultation.