As a working parent raising a young son, I understand that finding time to stay on top of priorities can be challenging.

I have an established process to help busy retirees and professional families put their financial pieces together, stay on top of priorities and help them get to the desired results they work so hard to achieve.

I know that good things usually don't happen overnight. They are a result of intentional hard work. Achieving your financial goals works the same way; little by little, brick by brick.

Over the past 17 years, I have used an established process to help busy, hard-working families build and protect their wealth.

I was born and raised in Rockport, TX. My father was the Superintendent of ACISD and my mother was a high school counselor. After high school, I attended Texas A&M University and am a proud member of the Fighting Texas Aggie Class of 1997.

I love spending time with my wife, Alissa, and my son, Lochlan (11), whether it's at our home, spending time outdoors or traveling to fun destinations together.

I also love to serve my community. I am a member and past president of the Rockport Rotary Club and a Paul Harris Fellow. I also have served on the board of The Texas Maritime Museum as president and vice president.

My branch office administrators, Debbie Gianotti and Susan Herrera, are an extension of the service experience that I provide to our clients. Making sure that your needs are taken care of with respect and care is equally important to them.

Relationships are key, and I believe that meeting face to face builds strong relationships, even if the face to face is on a screen. We meet when and how it’s convenient for our clients, because we recognize the challenging demands of their lives. Let’s start the conversation at (361) 729-2712. I look forward to helping you achieve your financial goals.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Intergenerational Planning

My Personal Interests

  • Spending Time with Family
  • Hunting
  • Outdoor Enthusiast
  • Traveling

Office Information

Mailing Address

P O Box 1479 Rockport, TX 78381

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Branch Team

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