Advisor profile


Personalized advice to help you achieve your goals

 I provide personalized financial advice to help you achieve your goals, today and in the future. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and in control of your financial life.

Are you ready to start progressing towards your financial goals? Learn more about getting started and sign up for a complimentary initial consultation. How to get started

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Insurance
  • Family Finances
  • Charitable Giving
  • Saving for Education
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies
  • Tax Planning Strategies
12
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠
  • FINRA Series 7
  • FINRA Series 66
  • FINRA Series 9/10

Education

  • BS Business, University of Phoenix 2013

Interests

  • Spending time with my wife, 3 kids, and 3 dogs
  • Running, mountain biking, and swimming
  • Traveling
  • Serving at my church

Community participation

  • Keller Community Storehouse
  • Toys 4 Tots
  • Tarrant Area Food Bank

Previous experience

  • Wells Fargo, 2010-2011
  • Fideliy Investments, 2011-2018