Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. 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, we can help you feel more confident, connected and always in control of your financial life.

How to get started
15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Social Security Retirement Benefits
  • Insurance

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Bachelor of Science in Finance, Texas Tech University

Awards & recognition

  • Luminate, Forbes Best-in-State Wealth Management Teams, 2023
  • Ameriprise Ultimate Digital Excellence Award, 2023

Previous experience

  • Wealth Advisor, USAA, 2009-2020, Addison, TX
  • Insurance Advisor, USAA Property & Casualty, 2004-2009, San Antoinio, TX

Honored to be recognized in Forbes

I’m excited to share that Luminate has been named to the 2024 Forbes Best-in-State Wealth Management Teams list. This list includes top teams from across the industry who are committed to helping their clients stay focused on their long-term financial goals. Thank you to our clients for trusting us with your financial futures. And thank you to my remarkable team – your dedication inspires me every day.

Community participation

Christ Church of Plano Texas, Member
Braving Infertility Together - McKinney, Texas
Minnie's Food Pantry
Eagle Scout

Interests

My faith, My Family, and serving others in a personalized and meaningful way.

My wife Shelly and I are active with Braving Infertility Together, a charity that provides emotional empowerment to women through all stages of infertility. This group of men and women were instrumental in helping Shelly and Steven through our journey to be blessed with our daughter Caroline and son Sawyer