As a native Texan and a longtime resident of Houston, I have helped many families reach their financial goals. As a son, husband and a father, I understand what's important to you and your family. My team and I will partner with you to develop a strategy and process to help you achieve your goals and help keep you on track.
Whether you're planning for retirement, saving for college for children or grandchildren, seeking a work-optional lifestyle or focused on protecting the financial future of the ones you care for the most, we can develop specific strategies to help you achieve those goals. You can count on the years of experience of my team, not to mention the thousands of people and advanced technology that support our office behind the scenes, to help ensure that you receive the most current and comprehensive guidance.
In my free time, I love to travel through Texas and beyond. I enjoy gardening, working out to stay fit, reading and cheering on the Astros! I am an active member of my church and I am a passionate participant in The Walk To End Alzheimer's.
- Retirement Income Strategies
- Entrepreneurs & Business Owners
- Retirement Savings Strategies
- Divorce Finances
- Estate & Legacy Strategies
- Wealth Strategies
My Personal Interests
- Spending Time with Family
- Personal Fitness