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.
Phone Number
(214) 987-5241About Me
A Dallas native and Auburn University alum, I have run my advisory practice over my 16-year career at respected financial institutions including Morgan Stanley Smith Barney, JPMorgan, and currently at Dallas-based HilltopSecurities. Specializing in tailored solutions, I focus on aligning my clients' unique goals using innovative strategies and maintaining a high standard of professionalism. My expertise includes comprehensive retirement and estate planning, navigating market fluctuations, and creating tax-efficient solutions for business owners and families while providing guidance on managing emotions during the process. At home I have my beautiful wife Linsday holding down the fort with my 2 little ones, Miles and Madison.
Certificates
CFP
Licenses
- Series 7
- Series 31
- Series 63
- Series 65
- SIE
Education
- Bachelor's in Finance from Auburn 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.