I am a seasoned financial advisor with more than 20 years of experience in helping individual investors reach their financial goals. As a partner and mentor to my clients, my vision is to guide and assist each and every client through sound financial principles, our established process and unmatched customer service.

I earned a Bachelor of Business Administration degree in finance from Abilene Christian University in 1998. In addition, in 2005, I received the Accredited Asset Management Specialist™, AAMS™, professional designation from the College for Financial Planning. The College for Financial Planning awards the AAMS™ designation to individuals who successfully complete a 12-module professional education program, pass a final examination and commit to its code of ethics and agree to pursue continuing education.

My wife, Julie, and I have three children, Kaelan, Kamryn and Kyle. We have lived in the Carrollton area since moving to DFW in 1998, and we have worked and lived in Castle Hills since 2010. As a family, we love when we can do movie night together or go out to eat, and we especially love to travel.

My branch office administrator, Ashley Robinson, and I are a highly professional team focused on our clients. We provide personalized service, and all aspects of our business is aligned to help us better understand and meet our client's unique goals and needs.

We are conveniently located at the village shops in Castle Hills. I look forward to meeting you very soon.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies

My Personal Interests

  • Spending Time with Family
  • Cooking
  • Traveling
  • History and Museums
  • Football

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

Branch Team

Email Me

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