Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation
32
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
  • Retirement Income Strategies
  • Retirement Plan Distribution

Qualifications

  • Series 7
  • Series 63
  • Life, Health, and Annuity

Education

  • BBA Accounting- Abilene Christian University

Professional associations

  • Abilene Christian University Alumni

Community participation

Elder at The Hills Church

Board Member for Our Father's Children, a non-profit organization that serves abused and neglected children of Tarrant Co. Our family works at one of the two week long summer camps for the children

ACU Alumni Association

Supporter of Community Enrichment Center, Teen Lifeline , Livingstone University, and Pregnancy Help for You

Interests

My wife, Tammie and I will be celebrating our 40th wedding anniversary this August! We have one daughter and two sons. Our daughter is married, and we are excited to be the proud grandparents of 2 grandbabies.

Following my deep faith, my family is the most important part of my life. I am an active alumnus of Abilene Christian University, where Tammie and I met.

While I am a Wildcat supporter, I have long been a huge Longhorn fan! I love all sports and still actively seek out guys willing to let me play basketball.

We are active members of the Hills Church in N. Richland Hills where we serve on the prayer team and I serve as an elder.