I began serving clients from my Winnsboro, TX investment office in 2000. Deep relationships are the hallmark of my practice, and designing customized strategies to help clients reach their lifelong goals is a passion of mine. Our team is completed by our experienced senior branch office administrators, Debbie Cowser and Jennifer Allen.

The path to helping my clients and prospective clients reach their financial goals begins by first learning what is most important to them. Next, I carefully discern a client's comfort level with risk and return as each client is unique. Once the current financial situation and future goals are understood, a tailored strategy can be designed to help accomplish their goals. Once implemented, this strategy will be monitored to help ensure that we stay on track. Partnering together over your lifetime is what we do best.

Our investment philosophy emphasizes a quality, well-balanced portfolio, and investing for the long term. There is a difference between short-term goals and long-term goals - saving vs investing. Discerning this comes through getting to know our clients before they ever invest any of their funds.

I have been married to Nancy for 20 years and have three sons. My hobbies include spending time together with my family enjoying the outdoors, travel and church activities. I graduated from Baylor University with a BBA in business administration.

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Hunting
  • Baseball

Office Information

Mailing Address

P O Box 723 Winnsboro, TX 75494

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 - 03:00PM
Sat Closed
Sun Closed

Branch Team

Email Me

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