Lewisville, Texas holds a special place in my heart—it's where I grew up and formed unforgettable memories. From there, my journey took me to Ouachita Baptist University in Arkansas, where I immersed myself in finance and business studies while playing baseball at the college level. Fast forward to 2018, and I found myself saying "I do" to my amazing wife, Kelsie. Our little family got even sweeter with the arrival of our adorable daughter, Sadie, in 2021.
But let's talk about my passion—my work and clients. I firmly believe that building close relationships is the secret sauce to helping folks achieve their financial goals. It's what drives me each day. I love working with a diverse group of individuals, from young professionals who are just starting their financial journey to families striving to create a lasting legacy for their kids and future generations. And let's not forget the retirees who deserve to kick back and enjoy the fruits of their labor.
When I'm not diving into the world of finance, you'll find me soaking up precious moments with my girls. Whether we're having quality family time, training for those upcoming marathons, or getting involved in church events, it all adds depth and balance to my life. It also helps me connect with clients on a personal level, understanding their unique needs and dreams.
With a passion for what I do and a genuine commitment to building meaningful relationships, I'm ready to provide top-notch financial guidance and support. Let's embark on this journey together, turning your financial dreams into reality. I can't wait to get started!
My securities licenses include Series 7, 63, 65, and 24.