As a financial advisor, I have spent over a decade providing businesses and the families who operate them a premier level of service, knowledge and resources. My team and I meticulously document our clients' financial goals and objectives, and then implement tailored investment strategies to help them meet those goals. We leverage the expertise of other professionals, such as our clients' CPAs and attorneys, to assist in areas like tax and estate planning.
The individuals we work with are focused on their families and growing their business. They depend on us to put together investment strategies, monitor them and educate them regarding their portfolios. Common initial questions I am asked by the families we advise are:
** What happens to my business if I die tomorrow? What about my family?
** How can I develop a passive income stream that is independent of my business?
** How do I allocate my money between growing my business, creating an income stream from my investments and saving for retirement?
** Most importantly, whose job is it to coordinate all of this?
It is our established process that allows you to focus on your business, your family and your life, while letting the professionals work for you.
Born and raised in Dallas, I now reside in Richardson with my wife, Hiwe, and our son, Isaiah. When I am not in the office, I enjoy traveling, running local trails and educating young people on entrepreneurship and financial literacy.
- Entrepreneurs & Business Owners
- Business Retirement Plans
- Estate & Legacy Strategies
My Personal Interests
- Spending Time with Family
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More