Advisor profile


The Clear Path

We know you want your years of hard work to yield an impact, but historically, we believe that many financial advisors have failed to dig deep enough to help people like you transform their resources from investments to significance. At Clearfork Wealth Management, we are formatively transforming wealth planning to help empower our clients and guide them in putting their resources to their best and highest purpose. Rather than simply analyzing your finances, our team stives to help uncover your deeper goals and desires before making decisions through a continuum of care called “The Clear Path.” This signature framework is designed to help ensure your wealth is used as a catalyst for your ultimate vision of security, freedom and meaning. Working with Clearfork means you can be more confident that your wealth will become a tool for developing meaning and leaving an impression on your family and community for generations to come.

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

Areas of focus

  • Charitable Giving
  • Executive Compensation and Benefit Strategies
  • Retirement Planning Strategies

Education

  • B.A., Baylor University 2005

Awards & recognition

  • Clearfork Wealth Management, Forbes Best-in-State Wealth Management Teams, 2024
  • Forbes Top Next-Generation Wealth Advisors, 2020

Our Clients

The clients we are best suited to help are those who have already reached a level of success, but want to improve their financial situation or create a legacy. We strive to help bring value to clients’ lives by working together building a financial plan that may bring them a sense of peace and a belief that their family is taken care of. We know the legacy clients want to create means more than just where the money goes, but also what family values are passed on. We primarily work with financially successful individuals and families with $1M+ in investable assets. We look forward to working with you to help design a plan that looks to help protect your wealth,while planning to maintain your lifestyle with confidence

Community participation

  • Knights of Columbus Council #759 - Member
  • Dallas Children's Trust benefiting Dallas Children's Hospital
  • Camp Moss for Children with congenital heart disease - Counselor
  • Money with Meaning - Co-founder
  • St. Elizabeth Ann Seton Catholic School - School Advisory Council
  • Legatus - Member
  • Troops of St. George

Interests

  • Spending time with my family
  • Volunteering in my Church and community
  • Golf
  • Reading
  • College football
  • Amateur foodie
  • Travel