As a financial planner my focus is on developing financial plans for my clients, evaluating investment research and reviewing portfolios. With over a decade of experience in the industry, my work focuses on helping clients identify their financial goals and develop strategies designed to support those goals.
I studied business at the University of North Texas and earned the Accredited Asset Management Specialist® (AAMS®) designation at the College for Financial Planning. My specialization in helping affluent high-income individuals and medical professionals. My passion for helping others stems from the 2008 market correction and the immense impact it had on my parents’ financial well-being.
In my day-to-day, I thoroughly enjoy developing deep relationships with my clients while using my analytical background to address their financial concerns. I listen carefully and take the time needed to thoroughly understand their goals and concerns.
My wife, Jessica, and I live in Euless, Texas. When I’m not in the office, I enjoy cycling, Muay Thai, and training for triathlons. On the weekends, you’ll find me playing electric guitar for my church worship band. I also take part in the Grapevine Chain Gang, which is a local cycling club that organizes group cycling events and supports new cyclists and charities.