Our office team is committed to providing comprehensive financial guidance to individuals and families that value consultative advice and a high level of personal service. Darlene Broussard, senior branch office administrator, Janet Jabsen, branch office administrator, and I partner with our clients to define, implement and monitor a strategy or their financial goals by focusing on what matters most to them and what we can control. 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 together to develop specific strategies to help you achieve your goals.

I am a graduate of East Central University where I played on the baseball team while earning a bachelor’s degree in finance with a specialization in banking. In addition, I have earned the Chartered Retirement Planning Counselor (CRPC®) designation from the College of Financial Planning.

Outside of the office, I enjoy spending free time with my family, playing golf, supporting the Astros, relaxing on the beach and traveling. I married my better half, Samantha, in May 2015 and have two children, Scout and Cannon.

I strive to be an active member in the community of Galveston because it has given my family so much and am proud to say I was named to "Galveston's 40 under 40". I am the past president of the Island Rotary Club, a committee member for the City of Galveston's Complete Count Committee, Parks and Amenities Committee, Arts and Preservation Committee and the Walk to End Alzheimer's.

We are dedicated to helping individuals and families achieve their long-term financial goals. Everyone has a unique story to share. We are interested in hearing yours!

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies

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