After earning a degree from Texas A&M University, I spent the early years of my career in Dallas, TX, in the world of business consulting. My diverse personal and professional experience - which includes growing up overseas, then working for a Fortune 500 tech company, a small public company in a turnaround situation and a startup healthcare software company - has been a strong influence on the way I approach my business and serve my clients.
We have the pleasure of serving clients all across the state and nation, and as part of our continued growth, relocated our office to Wichita Falls, TX in 2020.
I hold the Accredited Asset Management Specialist™ (AAMS®)* and Chartered Retirement Planning Counselor (CRPC®) professional designations and am committed to always remaining a student of the trade.
When away from the office, in addition to my role as a husband and father, I serve in the following community roles: board chairman of the Clay County Memorial Hospital Foundation, board member of the Clay County Chamber of Commerce, president and board member of the Rotary Club of Southwest Wichita Falls, church volunteer and little league coach.
My wife, Annie, and I are blessed with four (yes, four!) wonderful girls: Lily, Hannah, Abigail and Emma.
My office administrator, Karen, and I have a passion for helping our clients succeed. We do this by taking time to understand what's important to them, using a proven process to build personalized strategies and partnering with them throughout their lifetime to keep them on track.
* The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
My Personal Interests
Office Address3705 Maplewood Avenue
Wichita Falls, TX 76308
|Mon||08:30AM - 05:00PM|
|Tue||08:30AM - 05:00PM|
|Wed||08:30AM - 05:00PM|
|Thu||08:30AM - 05:00PM|
|Fri||08:30AM - 04:00PM|
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