My Approach

Why Do We Do What We Do

I know the amount of stress that people can have regarding financial decisions. I have a passion for helping people reduce that stress and feel confident that they are making sound financial decisions.

What We Do

As a Christian financial advisor, I draw on biblical principles to provide financial and investment advice.

How We Do What We Do

I start by listening so that we can identify and prioritize your financial issues. Then I use my financial knowledge and experience to help you address those issues one at a time.

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Interests

  • My wife and I are very active at First Baptist Church of Hallsville.
  • We try to get involved with all the activities that our three children participate in.
  • We enjoy traveling, outdoor activities, cooking and spending time together on our back porch.

Community Participation

Treasurer for the Hallsville ISD Education Foundation

Stewardship Committee at First Baptist Church of Hallsville

Coach for Hallsville Girls Softball Association

Areas of Focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Family Finances
  • Investments
  • Estate Planning Strategies
  • Saving for Education

Experience

15
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Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC®  Chartered Retirement Planning CounselorSM
  • ChFC®  Chartered Financial Consultant
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Professional Associations

  • Financial Planning Association
  • Kingdom Advisors
  • Christian Franchise Advisor Network

Files for Download

My Videos

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My Photos Show Thumbnails

Photo Albums

Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.