picture of a planner

Here to act in your best interests

About me

As a financial planner since 2006, I enjoy serving families and business owners in the areas of investments, financial planning, estate planning, income distribution strategies, insurance planning and multi-generational wealth accumulation and transfer. Outside of work I enjoy spending time with my family, the outdoors and reading.



Chartered Financial Consultant®


Bachelor of Business Administration, Marketing - Stephen F. Austin State University

Master of Business Administration, Business Management - University of Dallas

Visit one of our Locations

Dallas I - Dallas

13727 Noel Road

Tower 2, Suite 1075

Dallas, TX 75240

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.


Certain services provided on an educational and guidance basis only.

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