As a Financial Advisor for the Wealth Management Group, my singular focus is clear: helping individuals manage their unique financial needs and circumstances through the comfort of friendly familiarity and ordinary conversation.

After many years of building corporate relationships, it was evident that solving problems and helping people was clearly my passion. In developing those past business relationships and solution-based strategies, I realized in 2013 that the best use of my skills would be to connect with individuals on a personal level and develop the most critical relationships of all: those hinging upon personal finance and navigating the uncertain world of wealth accumulation and retirement.

In business as with individuals, the lack of clearly articulating or even understanding your own goal can be costly, particularly when not adequately adapting to an ever-evolving situation such as life itself. It may seem as though we all somewhat want the same result which may be more productivity or growth without the hindrance of additional costs or loss. No brainer, right?

Despite such an overgeneralization, each of us have our own set of circumstances, family and extenuating variables which make our situation completely unique. Unfortunately, your goals may sound all too familiar or categorical to some advisors leading them to place your assets into a simplistic set-it-and-forget-it position. For this reason, my practice is goals-oriented whereby a plan and its ongoing management is designed specifically for you. 

As your trusted source, I will listen to the needs, goals, and risk tolerances you verbalize and manage your assets accordingly with the highest degree of humility and respect. Whether your assets are $5,000 or $5,000,000, your situation is special and deserving of as much attention and regard as the next person.

My wife Lonnette, two standard poodles Duke and Romeo and I live near Austin in Driftwood and enjoy sharing the beauty of the Texas Hill Country with our family and friends. When it’s not 105 degrees outside, occasionally enjoy a round of golf with clients or friends or even pretend I know a thing or two about fishing.