We partner with you and your professional team. We use an established process to develop, understand, and implement your personalized goals. We treat you like family.
I received my undergraduate degree from The University of Texas in Austin, and graduate degree from the University of Phoenix. I hold my Life Accident and Health Insurance Agent License, FINRA 7 and 66 registrations, as well as achieving my CFP®, CPWA®, AAMS®, & CRPC® designations.
My recreation includes soccer, golf, & boating. I have enjoyed serving on the boards of my local Chambers and Independent School District Education Foundation Board. I currently reside in Southlake with my wife and three daughters. Proud to say our oldest is currently attending West Point Military Academy and middle Texas A&M.