FINANCIAL INDEPENDENCE
TO YOUR SUCCESS
COMMITTED
STRENGTH & STABILITY
COMPREHENSIVE PLANNING
FOR EVERY GENERATION
Financial planning is about life building—and building lifelong
relationships. Whether you’re starting a family, taking over the family
business, or handing over the reins to live the retirement you earned,
we can help.
ABOUT USrelationships. Whether you’re starting a family, taking over the family
business, or handing over the reins to live the retirement you earned,
we can help.
About Me
I am a specialized Commodities Trader at HilltopSecurities with a strong background in the grains and cattle industry. My experience spans both the trading desk and the field, allowing me to combine technical market data with real-world agricultural fundamentals to help producers manage risk and develop strategies for speculators.
In addition to trading futures, I am a licensed stockbroker and insurance professional, offering stock accounts and Livestock risk protection (LRP). These three areas of business give me a unique prospective on the markets.
Whether you're a producer looking to hedge exposure or an investor seeking strategic insight, I’m here to help. Feel free to reach out and ask how I can support your financial goals.
Address
8201 Preston Road, Suite 600
Dallas, TX 75225
Licenses
- Series 3
- Series 7
- Series 63
- General Property & Casualty
Education
- B.S. in Agricultural Business, Sam Houston State University
ADVANCING YOUR
Financial Pursuits
Through our five-step process, we work with you to find out where you are now, and where you want to be in the future. Whether it's living the retirement you earned, preserving your legacy, or living with certainty, we help put you on the right path.
- Discover your goals, roadblocks, and other considerations.
- Analyze your current financials to identify strengths, weakness, and opportunities.
- Advise you on a tailored plan that pinpoints your financial needs and goals.
- Implement your financial plan and investment strategy.
- Monitor your plan and portfolio and adjust as necessary.