Since 2008, I have established a career of working with individual investors and business owners to make sound personal and business financial decisions. My comprehensive financial process helps address retirement income planning, investment analysis, risk assessment, cash flow allocation analysis, business succession and estate considerations.

I particularly enjoy helping families align their financial goals and priorities while clarifying short- and long-term goals into a shared life vision. Money and finances can be difficult to discuss as a couple, and can often become a divisive issue in a marriage. By facilitating an environment for couples to enjoy learning about money and wealth together, I enable them to apply their learning to help produce meaningful outcomes which supports their personal and professional goals.

I understand that a strong family and personal goal alignment are every bit as critical as choosing the right investment vehicle. I combine my extensive knowledge of sound financial strategies and products with a deep commitment to understanding my clients' individual goals. The result is an integrated approach to helping my clients manage their finances over the course of their lives and stages of personal and business growth.

To ensure my clients benefit from the latest advanced strategies, I relentlessly invest in my education by investing in hundreds of hours of ongoing financial education and business consulting. I obtained the CFP® professional designation from the Certified Financial Planner Board of Standards Inc. in order to knowledgeably address clients' financial and business planning goals.

I live with my wife, Sarah, and two boys, Liam and Lucas, in Cypress. I personally enjoy coaching my boys' athletic teams, participating in triathlons, playing golf and volunteering at my church (COF).

Focus areas

  • College Savings
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Retirement Income Strategies
  • Retirement Savings Strategies

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

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