At Springs Wealth Group, we believe clients shouldn’t have to choose between a passion-fueled lifestyle and financial security. We use our experience to help clients live a life they love by providing advice, managing investment strategies to help grow wealth, and by taking action around their own values and communities.
We know financial planning is not one-size-fits-all, so we focus on creating a truly personalized strategy to support each of our clients in living a truly ’wealthful’ life.
I have 35 years experience n the financial services industry and have partnered with both individuals and businesses/organizations to help them align their financial strategies with both their individual lifestyles and long-term goals. At Springs Wealth Group we focus on working with individuals and businesses with a passion for the outdoors and the outdoor lifestyle. Working with a select group of families, we use a consultative process to gain a detailed understanding of our clients’ deepest values and goals. We then employ customized recommendations designed to address each client’s unique needs and goals beyond just investments.
When I’m not busy collaborating with clients to help them live their best life, I can be found serving alongside my wife of 51 years in various ministries at our church or driving back and forth between our home in Austin, TX to Boerne, TX to cheer on our five grandchildren in the various sports in which they participate.