CFS®, CRPC™, CFP®Request an appointment
Here to act in your best interests
Since 2001, I’ve been helping people implement strategies to help them reach their financial goals. As a financial planner, I recognize every individual is unique with different needs and goals and I embrace that individuality. Outside of work, I enjoy spending time with my wife and two boys.
Certified Fund Specialist®
Chartered Retirement Planning Counselor™
CERTIFIED FINANCIAL PLANNER™
Bachelor of Science, Southwest Texas State University
Visit one of our Locations
Dallas II - 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 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 insight as well as our client service associates who can provide you with additional resources and support.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.