Advisor profile

What you can expect when you work with me

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.

Get started
20
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

My photos

6 albums
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