Advisor profile


My approach

At Springs Wealth Group, we believe clients shouldn’t have to choose between a passion-fueled lifestyle and financial security. We use our expertise to help clients live a life they love by providing advice, managing investment strategies to grow wealth, and by taking action around their own values and communities. We know financial planning is not one-size-fits-all, so we focus on creating a truly personalized strategy to support each of our clients in living a truly 'wealthful' life.

For the past 19 years I have partnered with both individuals and businesses/organizations to help them align their financial strategies with both their individual lifestyles and long-term goals. At Springs Wealth Group we focus on working with individuals and businesses with a passion for the outdoors and the outdoor lifestyle. Working with a select group of families, we use a consultative process to gain a detailed understanding of our clients' deepest values and goals. We then employ customized recommendations designed to address each client’s unique needs and goals beyond just investments.

When I'm not collaborating with clients to help them live their best life, I can be found at a baseball field watching my son, in a gym watching my daughter play volleyball, or outside playing golf or swimming with my family and friends. Our family loves to be outside enjoying the beautiful Texas hill country. I live in Boerne, TX with my wife Angela, our son Cager, our daughter Karli, and our dog Cali.

19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Small Business
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Family Finances
  • Retirement Income Strategies
  • Business Retirement Plans
  • Insurance

Qualifications

  • CMFA® Certified Military Financial Advisor®
  • Certified Military Financial Advisor

Education

  • Abilene Christian University; Bachelor of Science 1999

Awards & recognition

  • Springs Wealth Group, Forbes Best-in-State Wealth Management Teams, 2023, 2024
  • Ameriprise Circle of Success, 2019
  • Kehrer Bielan Top Director Award, 2021

Community participation

My family serves at our church through helping in the kids area, greeting visitors as they come in the door, and serving as ushers to help guests find their seats.

Interests

  • Spending Time with Family
  • Watching my kids play sports
  • Going out to eat with my beautiful wife Angela
  • Playing golf and Basketball
  • Watching college basketball
  • serving with my family at church