I was born and raised in a small town in Oklahoma by loving parents, who spent their lives in the public school system. I am a product of the church, the ball fields and the classrooms of my youth.

I have a beautiful and accomplished wife who loves me, despite my faults. We met in high school and now have been on our adventures together for over 25 years.

I spent 22 years in the commercial insurance business in three states, both as a direct writer and as a partner in an independent agency before my second career as a financial advisor. Today, I primarily advise a select group of business owners and professionals who aspire to a work optional lifestyle.

My office is a good fit for clients who value their assets, have attitude qualities about money that align with mine and who are advocates for their friends and family.

My life experiences, the vast expertise that Edward Jones provides and my continuing academic endeavors put me in a unique position to develop and refine a formula for financial freedom. We onboard new clients using a five step process: Where are you; Where do you want to be; Can you get there; How do you get there; and our Monitoring process, which includes estate and legacy strategies, protection, and risk assessment.

I got into this business to help my friends and family with difficult financial decisions. While that has happened, interestingly our process is helping a growing number of retirees to live comfortably and confidently.

I have found that I can't be all things to all people, but to those few that I am a good fit, I am helping them to achieve their goals.

Like my client/advocates, I aspire to a work optional lifestyle. My summers are spent between The Hill Country and The Rockies, where we are constructing our modern mountain cabin. My winters are spent here in Texas, where I enjoy officiating high school basketball.

My Personal Interests

  • Sports Enthusiast
  • Traveling
  • Hiking
  • Personal Fitness
  • Pets

Office Information

Office Address

300 Highway 281 Marble Falls, TX 78654

Office Hours

Office Hours
Weekday Availability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 03:30PM
Sat By Appointment Only
Sun Closed

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