My Approach

I’ll help you prepare for the expected - and the unexpected

The future looks brighter when you’re more prepared. I’ll help you plan for what you and your family expect to achieve in life — and any changes you may encounter along the way — through our exclusive Confident Retirement® approach.

With the right advisor, life can be brilliant.

Interests

My faith and family are the only interest before my clients. I enjoy spending time with family, on the ranch with cattle, horse back riding and volunteering in the local community.

Community Participation

  • Weatherford Rotary Club of Weatherford member
  • Weatherford Chamber of Commerce member
  • East Parker County Chamber of Commerce member
  • Parker County Executive Assisocation Chairman of Board
  • Texas Southwest Cattle Raisers Association Member
  • Leadership Weatherfor Inaugural Class 2014/2015
  • Careity Foundation Volunteer
  • Careity Men's Foundation committee member
  • Parker County Committee on Aging Volunteer

Experience

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Areas of Focus

  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Investment Management
  • Charitable Giving
  • Small Business
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Family Finances
  • Insurance
  • Cash Flow Management Strategies
  • Business Retirement Plans

Files for Download

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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.

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