My Focus:

I value your thoughts, time and most importantly, your trust. Listening to your ideas and goals and helping to strategize a plan to reach that goal, as well as the time you invest in working alongside us, is something that I care wholeheartedly about.

I believe the trust we earn along the way is what builds a strong relationship, and that is the key to understanding your definition of success.

About Me:

Outside of finance and the office, I enjoy traveling with my wife of two years, Alyssa, who is a pharmaceutical rep and our son, Lawsen. I enjoy fishing, hunting and all things outdoors.

I have a passion for agriculture and love to help 4H/FFA members with their livestock projects. While earning my Bachelor of Science at Texas Tech (Go Raiders), I enjoyed being part of the judging team for livestock/meats. I am a current member of the local chamber with the city of Joshua.

Our Team :

My Branch Office Administrator, Amy Wheat, joined me in January of 2023. She has over 10 years of client service experience in the investment world, and values offering a personable, professional relationship to each and every client.

Her hobbies include, hiking and kayaking and spending time with her wonderful husband of 23 years and her two precious grandbabies.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • College Savings
  • Business Retirement Plans
  • Portfolio Reviews

My Personal Interests

  • Community Outreach
  • Volunteering
  • Farming
  • Active Lifestyle
  • Outdoor Enthusiast

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 - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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Branch Team

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