Growing up, I had the opportunity to watch close family members not only run their own businesses, but help the communities they lived in. I was fortunate to have a first-row seat to real estate, finance, retail, a custom masonry business and even a Christmas tree farm. I was privy to the hard work and time spent but also how each business connected the entire family. The exposure to the unique needs of many industries is woven into our 5-step process now.

In 2008, coming from a commercial real estate firm in their finance department, I already had a love of numbers and the opportunity to run my own practice while helping families achieve their personal financial goals was (and still is) a perfect fit. The ability to get to know each of our clients, their passions and their goals has been truly fulfilling. We have the opportunity to celebrate with them during successes and help navigate the most challenging times as well.

We partner with serious, long-term investors and in the past nearly 14 years, have helped hundreds of individuals and families retire, create income strategies, send kids to college and protect and transfer their wealth. Our branch office administrators, Hilary Whatley and Martha Alfaro, are constantly adding more technology and resources to serve our clients in the most convenient way possible, whether that is in person or via Zoom.

In my spare time, I enjoy spending time with family and friends, reading, hiking, golf, trying out good restaurants and traveling. I am the president of Trophy Club Families, a local non-profit, attend Milestone Church and live by the mottos "where much is given, much is expected" and "givers gain". I am married to Ricky, who works for a lake property developer in the area, have one daughter, Sloan, and two dogs, a Boxer and French Bulldog.

Your time is important, and our focus is to add value during every conversation. We look forward to meeting you to demonstrate how proud we are of our lifetime commitment to serve.

Focus areas

  • Business Retirement Plans
  • Retirement Income Strategies
  • Intergenerational Planning
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Divorce Finances

My Personal Interests

  • Hiking
  • Traveling
  • Spending Time with Family
  • Community Outreach
  • Real Estate

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

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