Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Investment Management
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
7
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • Bachelor of Business Administration, University of North Texas - 1990

Interests

My wife, Carisa, and I live in Flower Mound, Texas. Our twin daughters, Alix and Abbi, attend Texas A&M University in College Station.

Community participation

Mission Denton – President, Board of Directors

Previous experience

  • Financial Associate, Thrivent Financial, Flower Mound, Texas, 03/2016 - 05/2019
  • Manager of Community Engagement, Thrivent Financial, Irving, Texas, 07/2012 - 03/2016
  • Principal, The Armey Group, Denton, Texas, 01/2009 - 07/2012