Focus: Insurance Strategies, Investment Strategies, College Funding Strategies, Business Owners
Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.
I graduated from the University of Texas with a BBA in Accounting and also received an MBA in International Finance and an MA in International Economics from The George Washington University in Washington, DC.
I have been an active member of the Park Cities Rotary Club since 2006, and spent two years as a volunteer assistant basketball coach for the University of Dallas and Mountainview Community College.
Originally, I am from Houston, Texas, and now reside in Dallas with my wife, Jennifer. We have a 14 year old son, Noah, and a 10 year old son, Daniel.
Check the background of this investment professional on FINRA’s BrokerCheck
13455 Noel Road 20th Floor
Dallas, TX 75240