My primary goal is to help individual investors develop an investment strategy geared toward their unique, long-term goals. Whether you need to save for a child’s college education, reduce taxes or plan for retirement, I can help.

I work with the individual client to drill down on their goals and dreams for themselves and their family. The greatest part of my career is the ability to get to know people in the community and find out what is important to them and guide them to these goals.

In August 2017, I achieved my Certified Financial Planner™ (CFP®) certification in order to better serve my clients in achieve their financial independence and goals. The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.

Having been in Granbury for almost 20 years, my wife, Kathy, and I are huge supporters of the community. I have served and continue to serve on several non-profit boards/fundraisers.

I have been a small business owner for almost 40 years in several industries including finance, real estate and manufacturing. My primary focus in each of these areas has always been on the financial side.

My time away from the office includes family, enjoying the lake and travel.

Contact me, so we can put together financial strategies for you and your family to help make your dreams a reality.

We look forward to seeing you soon.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Charitable Giving
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Insurance & Annuities

My Personal Interests

  • Aviation
  • Baseball
  • Football
  • Scuba Diving
  • Traveling

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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