After earning a degree from Texas A&M University, I spent my early career years in technology and business consulting. My personal and professional experiences – which include growing up in Europe, working for a Fortune 100 tech company as well as a startup software company – have been a strong influence on the way I serve clients.

My team has the privilege of serving clients across the state and nation, and as part of our continued growth, relocated our office to Wichita Falls, TX, in 2020.

We take a holistic approach to developing strategies for our clients' financial needs, and we do this by coordinating closely with their CPAs and estate attorneys. Having the right people collaborating on your behalf is critical.

Helping business owners with succession planning is an important part of my business, which led me to earn the Certified Exit Planning Advisor® (CEPA®) designation. The training courses that make up this program cover many aspects of business exit planning including: assessing business readiness and personal financial preparedness, effectively engaging with the client team of CPAs, attorneys and other professionals, integrating strategies into goals to build and preserve family wealth for future generations.

I also 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.

I enjoy being able to support our community, and previously served as board chairman of the Clay County Memorial Hospital Foundation, past 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.

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 an established process to build personalized strategies to reach their goals, and then partnering with them throughout their lifetime to adjust as needed and help 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.

Focus areas

  • Portfolio Reviews
  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Insurance & Annuities
  • Estate & Legacy Strategies

My Personal Interests

  • Spending Time with Family
  • Volunteering
  • Traveling
  • Running
  • Active Lifestyle

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 02:00PM
Thu Closed for Holiday
Fri 08:30AM - 02:00PM
Sat Closed
Sun Closed

Branch Team

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