I became a financial advisor because of my passion for helping others. I am thankful to say, even in my 20-plus years as a financial advisor, I still have the same enthusiasm in helping my clients succeed in reaching their financial goals.
I was hired in our home office in 1993. I was out of college and ready to start my career. I learned about the financial industry and realized I wanted to be instrumental in helping others build and attain their financial dreams. I became a financial advisor and chose Fort Worth, as where I felt I could fill the need to help people and build my practice.
I believe in creating trust and understanding, and developing personal relationships. I enjoy working with each client and prospective client to customize a strategy. By partnering with my clients CPAs and attorneys, I can help structure a customized solution for your goals.
Sheryl Hicks and Stephanie Marshall are my senior branch office administrators. Combined, they have over 20 years' experience delivering exceptional client service. We believe it is important to work together to deliver highly personalized service to each of our clients, build long-lasting relationships and support me as financial advisor.
As I mentioned earlier, I chose Fort Worth not only to build my practice, but to raise my beautiful family. My lovely wife and I are from Illinois and are college sweethearts. We have three amazing children. The two oldest are in college and the youngest is a sophomore in high school. It has been a wonderful place to raise a family and build a career. I am looking forward to many more fruitful years serving you and the community.
My Personal Interests
Office Address1300 S University Dr Suite 414
Ft Worth, TX 76107
|Mon||08:00AM - 05:00PM|
|Tue||08:00AM - 05:00PM|
|Wed||08:00AM - 05:00PM|
|Thu||08:00AM - 05:00PM|
|Fri||08:00AM - 12:00PM|
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