As a longtime resident of the Houston community, I have helped many families feel secure in reaching their financial goals. As a husband, father and grandfather, I understand what's important to you and your family. My team and I will partner with you through our established process and keep you informed and in control every step of the way.

Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work to develop specific strategies to help you achieve those goals. And we are not alone... Thousands of people and advanced technology support our office so we can ensure you receive the most current and comprehensive guidance.

In my free time, I love spending time at my ranch and cheering on the Houston sports teams or my Michigan Wolverines. I am a supporter of the Walk to End Alzheimer's, Houston Food Bank, MS 150 and MD Anderson, and a member of St Martha's Catholic Church.

I was named by Forbes as a Best-in-State Wealth Advisor in 2021 and 2022.* I was also named to the Barron's Top 1,200 List.**

*Forbes Best-in-State Wealth Advisors in Texas in 2021 and 2022, awarded 1st quarter each year, research by SHOOK Research, data as of June of prior year. Compensation provided for using, not obtaining, the rating.

**Barron's Top 1,200 Financial Advisors in 2019, awarded February or March each year, data as of September of the prior year. Compensation provided for using, not obtaining, the rating.

Focus areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Insurance & Annuities

My Personal Interests

  • Football
  • Outdoor Enthusiast
  • Spending Time with Family
  • Traveling
  • Farming

Office Information

Office Hours

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

Branch Team

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