Now here to serve you at 2100 West White Street in Anna, TX!

As your financial advisor, I pledge to you to do what's right for you. I am only successful when you are; it's that simple. My biggest success is my family. Lee, my wife of 32 years, and I have lived in Gunter, TX, for 20 years and previously lived in Duncanville, TX. We enjoy serving our community by volunteering our time and treasure throughout North Texas. I am an ambassador for the Anna Texas Chamber of Commerce, a member of the Gunter, Van Alstyne and Melissa area Chambers of Commerce and a Rotarian with the Hurricane Creek Rotary club. We have two sons and one daughter, all of whom graduated from Gunter ISD. Jared is a computer engineer in the Austin area, Anthony is the chief meteorologist at NewsWest 9 in Midland, TX, and Sarah is a UT Austin aerospace engineering graduate currently pursuing a master's degree at DTU in Denmark. With their unending love and support, I am excited about building my business one client at a time and using my wealth of real-life and professional experience to serve you.

My passion is to educate you about the many investment products available and to help guide you toward your goals. Our approach is to find out what is important to you, assess your risk comfort and investment timeframe, and then develop tailored solutions that are uniquely yours.

This is a second career for me, and I am blessed to be able to follow my dream. My New Anna office is up and running, but I am excited to welcome clients from all over the metroplex and country.

Let's partner together and make a true difference in your financial and retirement future. Feel free to call for a complimentary consultation. I look forward to getting to know you.

Focus areas

  • Retirement Savings Strategies
  • Business Retirement Plans
  • Divorce Finances
  • Insurance & Annuities
  • New Investors
  • Special Needs Financial Considerations

My Personal Interests

  • Art & Theater
  • Coaching Sports
  • Walking
  • Sports Enthusiast
  • Active Lifestyle

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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