I’m a CERTIFIED FINANCIAL PLANNER® and fiduciary Wealth Advisor with over 10 years of experience helping individuals, families, and high-net-worth clients protect and grow their wealth. With an MBA in Finance from Oklahoma City University, I’m passionate about helping people achieve their goals, gain clarity, and feel confident about their financial future.
I work closely with doctors, lawyers, retirees, and families who value personalized guidance, tax-efficient strategies, and long-term planning tailored to their unique goals. My approach focuses on simplifying complex decisions, providing clarity, and building trust through transparency and thoughtful care.
I live in Fort Worth, Texas with my wife and two children and enjoy family time, church, and college football. Whether working locally or nationwide, I help clients grow and protect their wealth with integrity and purpose.
