Advisor profile

Protect & Empower More Areas of Your Life

When advisors focus solely on investments or retirement, clients are left to navigate crucial financial decisions on their own. That’s not how we operate.

We want to help you embrace every decision and stage of life with peace of mind. This requires a more comprehensive approach to financial planning. We go beyond the numbers to show you how investing in your future today will allow you to travel more, spend more time with family, and navigate the ups and downs of life. With us, it’s not just about wealth preservation strategies; we want to help you create a lasting legacy and be able to support the causes you care about.

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

Areas of focus

  • Investment Management
  • Family Finances
  • Estate Planning Strategies




  • The University of Texas at Austin, Bachelor of Business Administration (B.B.A.), Finance, Minor in Accounting, 2009

Awards & recognition

  • Pennington Wealth Management, Forbes Best-in-State Wealth Management Teams, 2023 -2024
  • Pennington Wealth Management, InvestmentNews, Best Places to Work for Financial Advisers, 2023 - 2024
  • Pennington Wealth Management, Forbes Top Wealth Management Teams: High Net Worth, 2022 - 2023
  • Pennington Wealth Management, Houston Business Journal Largest Houston-Area Money Management Firms List, 2010 - 2022

Community participation

On our way to bring Christmas gifts to a Kids' Meals family in need!
On our way to bring Christmas gifts to a Kids' Meals family in need!

Our team makes time to go out and volunteer with non-profits in the Houston area at least four times each year! We're always looking for ways we can give back to the community, below you'll find a few organizations we work with frequently:

  • Agape Development
  • BEAResource
  • Kids' Meals


  • My wife Deborah and I have been married for five years, and we have two daughters, Ophelia (1) and Serena (5 mo).
  • My family is very outdoorsy; we love hiking, snowboarding in Banff, and visiting national parks like the Grand Canyon and Acadia.
  • I've always been a fan of history, archaeology, and architecture, which is why I enjoy travelling to areas like Greece, Tenochtitlan, and everywhere in between!