As a second generation financial advisor with over a decade of wealth management experience, I’ve helped clients retire, build businesses, survive financial panics and make countless decisions that impacted not just my clients, but their families for generations.
My career began with the housing and financial collapse in 2008. I’ve seen the market drop over 50%, then rebound, then seesaw back and forth. I have been there for the survivors when a client passes away, and have seen the joy from clients who hear that their retirement dream is now a reality.
My clients have been people at different stages of life and in different careers: young families, widows, CEOs, physicians, engineers, small business owners, retirees, and more. I’ve had difficult conversations with those that needed to hear the unvarnished truth, and have encouraged others to pursue their dreams, no matter how extreme.
I am a CERTIFIED FINANCIAL PLANNER™ professional, and graduated from Texas Tech University with a degree in Personal Financial Planning.
What am I not?
I am not perfect. I have made financial mistakes, and understand the weight that comes from having to own up to them. I also understand they can be overcome with courage and the relentless pursuit of a better life.
I am not an investment soothsayer. I cannot tell you what will happen in the market tomorrow, or next week, or this year. What I can do is help you clarify your vision of the future, and provide paths and processes to making that future a reality. There will be days where you have doubts, and I will be there to provide balance and insight.
More than anything, I understand God’s purpose in giving us families and the church, and that each of us have a role to play in building up the saints. My goal, and the goal of this firm, is to help you make financial and life decisions that align with your mission, and support you in growing and strengthening your community, family and church.