It's important as a financial advisor to learn about you and understand what is important to you. I follow an established process and partner with you to help you achieve your goals. I partner with CPAs and attorneys when needed to help ensure a personalized strategy for all of the people I work with.

Being from Kentucky, I am a huge sports fan and grew up playing sports. I attended the University of Kentucky and graduated with three degrees in finance, accounting and management. My family says it is my competitive sports nature in me that makes me want to go above and beyond, and I agree. Physical activity is a huge pillar in my life. Whether it is working out or playing golf, I try to stay as active as possible and I believe that activeness carries over into being a financial advisor as well.

I also try to be active with my clients. I am always looking for ways to be in contact with my clients to make this a relationship that is beyond financials. I believe that, in order to help me be a better financial advisor for the people I work with, I have to get to know them and be proactive about learning more.

I am currently accepting new clients, so please reach out to schedule a time to speak! The first time we speak is just to get to know each other. I want to ensure this is a right fit for you as well as myself.

My Personal Interests

  • Personal Fitness
  • Golfing
  • Sports Enthusiast
  • Active Lifestyle
  • Movies & Entertainment

Office Information

Office Address

5910 N Central Expwy Ste 1030 Dallas, TX 75206

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat Closed
Sun Closed

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