Experience and Background
I am a highly motivated individual that finds passion in relating to, and leading, diverse groups of personalities. Originally from Waco, TX, I was raised enjoying the outdoors and have been involved in athletics for the majority of my life. Family is a large part of what my world revolves around, and though the immediate family is mainly located in the Central Texas region, my wife and I have found our home in the west Fort Worth area.
My passion for this business comes from the opportunity I have to make a significant impact in my clients’ lives by deeply serving each and every person. That is done through an established process in which I manage wealth, risk, income, taxes, and legacy planning to build personalized strategies for my clients throughout a lifelong partnership.
My office takes the opportunity we have to make an impact very seriously, and our vision is to serve with that opportunity in mind at all times.
We strive to be uncommon in the way we serve by meeting our clients where they stand today and using an established process to walk with them toward their ideal financial future.
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