My Approach

Vision:

To help clients identify their life goals, and the legacy they hope to leave, by listening to and understanding their vision and needs.

Mission:

What matters most to you in life? Do you have the resources to get there? These are important questions and they are some of the many questions, I will ask to better understand you, your goals and your dreams. The vision of your future is uniquely yours, and I’m committed to helping you pursue it, with honest, sound advice and the strategies needed to live financially more confident.

Core Values:

Relationship

Integrity

Compassion

Selflessness

Devotion

Stewardship

Unique value Propositions:

Information on retirement planning, investments, insurance, legacy and life planning.

Experienced at Incorporating legal and tax experts into Estate Planning process.

Knowledgeable at identifying client needs with unique client interview and onboarding process.

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

  • Rotary Club of Aledo member
  • Weatherford Chamber of Commerce member
  • East Parker County Chamber of Commerce member
  • Parker County Executive Assisocation Past 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
14
Years of Experience ?

Client Satisfaction 5.0 out of 5 rating based on 5 reviews 100.0

Areas of Focus

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

Awards & Recognition

  • Five Star Wealth Manager, 2014 and 2016-2018

Education

  • Associate Degree, Farm Management, Trenton Junior College, Trenton, MO

Previous Experience

  • Ameriprise Financial Services, Inc., July 24, 2015 - Present
  • Edward Jones, May 06, 2010 - July 27, 2015
  • State Farm VP Management Corp., November 29, 2006 - February 26, 2010
  • Waddell & Reed, INC, August 16, 2005 - November 22, 2006

Files for Download

My Videos(5 videos)

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