I have been committed to providing exceptional client service since my first job at the age of 9. As a paperboy in Chicago, I gained a reputation for the reliability of my deliveries, even during the area’s notoriously harsh winters, and my personalized Christmas cards I included in their papers each year. As a result of my efforts, my list of dedicated clientele grew, and I was rewarded with increasingly generous tips.

To pay for college, I worked as a janitor at a movie theater. I rose through the ranks of that theater company to become the corporate VP of Operations, overseeing 135 locations. Throughout my career, I have worked tirelessly in my pursuit of success. It is with this work ethic that I now guide my clients towards their financial goals.

All client relationships begin with a conversation. I work to understand my clients’ values and what is most important to them. I use an established process to develop strategies tailored to their specific needs. Once the strategies are implemented, I partner with my clients for life to help ensure that they stay on track. To better serve my clients, I earned the AAMS® professional designation.

I feel honored to serve a diverse group of clients, from individual investors to parents saving for college expenses to couples planning for retirement. I help multigenerational families manage wealth and prepare for the unexpected as well as business owners with their retirement plans.

Outside of the firm, I serve as president of Master Networks, Prosper 380; vice president of Master Networks, Lantana; and a Media Team leader at Prestonwood Baptist Church, Prosper Campus. In my free time, I enjoy tennis, cooking barbeque and spending time with my wife of 31 years, Traci, and our children and grandson.

To learn more about how I can help you live the financial life you have imagined, contact my office today. I look forward to meeting you.

Focus areas

  • Retirement Savings Strategies
  • College Savings
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Portfolio Reviews
  • Divorce Finances

My Personal Interests

  • Traveling
  • Movies & Entertainment
  • Fine Dining
  • Board Games
  • History and Museums

Office Information

Office Address

2630 Justin Rd Suite 4208 Highland Village, TX 75077

Office Hours

Office Hours
Weekday Availability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed
Request an Appointment

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