Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Investments

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • College for Financial Planning - Chartered Retirement Planning Counselor® - 2013

Previous experience

  • Financial Advisor, Raymond James Financial Services Inc, Denton TX, 1994-2012

Community participation

Past President - Kiwanis Club of Paris

Past Lt. Governor - Kiwanis Division 32

Current Trustee Region 5 - Texas/Oklahoma District Kiwanis International

Interests

I enjoy spending time with my family, travel, and golf. My wife Paige and I have two grown children, and a granddaughter. I also enjoy being active in my community through local charities and Kiwanis. My wife and I are also active in our church, Calvary UMC in Paris. I have been blessed to do the work that I do and believe it is my duty to share those blessings and make a difference.