I grew up in Fort Worth, attended Arlington Heights High School and Texas Christian University where I received a Bachelor of Business Administration. I began my career in financial planning in 2000 with A.G. Edwards. The tumultuous investment decade that followed proved that in every market there’s always an opportunity to invest for those who are willing to be thoughtful and patient. In 2011 our team moved to Baird, which has been a great fit for our business model.
My wife Jennifer and I live in Aledo. We have one child in the Aledo Independent School District, one at Texas A & M, a Texas A & M business grad, and one at UT Long School of Medicine in San Antonio. We all enjoy travelling, being active and attending each others events.
I am committed to open and honest communication with my clients and putting their needs first. My objective is to advise you so that you can focus on achieving your long term financial goals.