Allowing someone into the world of your finances can be deeply personal, and it is important to select someone with a wealth of practical knowledge, personal experience and passion for people to be your trusted financial advisor.

Few people are as blessed to find their true calling in life. I am dedicated to helping my clients achieve their financial goals. I appreciate the opportunity to make a difference in the lives of multiple generations.

My branch team includes Crystal Richardson who has worked with me for the past 20 years, striving to deliver the ideal client experience by providing our clients with the highest level of customer service possible. We call Grand Prairie home but serve our clients all across the country. We have online tools to bring that personal touch to even our most distant clients.

As a financial advisor, I begin by gaining an understanding of what is important to you, the most critical part of our initial conversation. Only then can I work through our established process to build personalized strategies designed to help achieve your goals. Once these strategies are implemented, I am passionate about partnering with you throughout your life, regularly reviewing your goals and minimizing your risks in order to help keep you on track.

Together, we can help build and protect a future for your family. If you'd like to have a conversation about your goals, investments or insurance, please contact us today!

Focus areas

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Charitable Giving
  • Intergenerational Planning

My Personal Interests

  • Spending Time with Family
  • Traveling
  • History and Museums
  • Walking

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 03:00PM
Sat Closed
Sun Closed

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