Financial Advisor Serving the Dallas/Fort Worth Metroplex | Serious, Long-Term Individual Investors Planning for Retirement | Small Business Owners

Life is unpredictable. But I can work with you to create a financial strategy to help you stay on track toward achieving your financial goals — no matter what tomorrow brings.

Why Work With Me
As a husband, father and grandfather, I want for my clients what I want for myself: a better life for my family, the confidence that comes with having a strategy in place to help me achieve my financial goals, and a partner to help me stay invested, on track and confident in the future.
Throughout my career, I’ve worked in roles that required extreme attention to detail and working with financials to achieve specific results. And I’ve always felt personally responsible for the success of every project within my purview.
I bring these skills, this sense of personal responsibility and significant life experience to my role as a financial advisor.
I’ve had many life experiences that I draw on to help my clients plan for the expected and prepare for the unexpected. I know, firsthand, how personal tragedy, job loss and health crises can set you back so far that you’re not sure how you’ll recover. No one plans for the sudden loss of a loved one or a lifechanging injury. But having a disciplined investment strategy — and a partner to help you stay the course — can help you weather life’s storms financially.

How We Work Together
I view my role as a partner, working with you to build a financial strategy that can help you achieve what’s most important in your life. I’ll be there to guide you, answer your questions, offer options — and hold you accountable to the goals you set.
As your goals change, I will partner with you to help you stay invested and on track — in any economic market and no matter what life brings.

Outside of the Office
Married for 40 years, have two sons and one grandson. I enjoy sailing and spending time with my grandson. I’m a deacon at Crosspoint Community Church, where I enjoy being part of the community and helping people in need.
If you are interested in a long-term partner committed to helping you achieve your financial goals, I would love to talk. Call me today!

Focus areas

  • Intergenerational Planning
  • New Investors
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies

Office Information

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