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 studied finance and business while playing baseball at the college level. In 2018, I married my wife, Kelsie, and our family has grown to include our daughters Sadie (4) and Shiloh (1), with our third daughter on the way.
My work is built on relationships. I believe that understanding a client's life, goals, and values is the foundation for helping them achieve real financial progress, and that belief guides how I work with every client. I enjoy serving a wide range of individuals, from young professionals building their financial foundation to families focused on creating a lasting legacy, as well as retirees ready to enjoy the results of years of hard work.
Outside of work, my time is spent with my family, staying active as a runner, and serving as an elder at my church. These commitments keep me grounded and give me a deeper appreciation for the priorities my clients bring to their own financial planning.
I'm committed to providing thoughtful, personalized financial guidance to help you work toward your goals with clarity and confidence.
My securities licenses include Series 7, 63, 65, and 24.