Advisor profile


My approach

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.

36
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Saving for Education
  • Family Finances
  • Retirement Planning Strategies
  • Intergenerational Planning
  • Charitable Giving
  • Social Security Retirement Benefits
  • Women's Financial Strategies
  • Retirement Income Strategies
  • Investment Management
  • Insurance
  • Retirement Plan Distribution
  • Christian Financial Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Sustainable and Responsible Investing
  • Business Retirement Plans
  • Small Business
  • Investments
  • Cash Flow Management Strategies

Education

  • Texas Tech University, Bachelor of Science in Education and Speech, Texas

Community participation

I participate in my church's activities.

Interests

  • Church-Related Service & Fellowship Activities
  • Traveling with my wife Gayle (especially to the mountains in the Summer)
  • Spending time with Kids and Grandkids
  • Watching Grandkids’ Sporting Events
  • Gardening & Enjoying God’s Natural Beauty