I work closely with individuals, families, and institutions to formulate plans that help them achieve what is most important to them. The process starts with an in-depth understanding of the values and goals that drive them. I then provide a roadmap to help bring clarity and confidence to achieving desired outcomes.

After graduating from Southern Methodist University with bachelors’ degrees in Mathematics, Economics, and Management Science, I worked for two years as a systems engineer at Raytheon. Since joining Wells Fargo Advisors in 2012, I have provided guidance to clients with varying degrees of complexity. I earned my CERTIFIED FINANCIAL PLANNER™ certification in 2017 and the Retirement Income Certfied Professional^® designation in 2024. I earned the distinction of Platinum Council with Wells Fargo Advisors for the years 2017-2022, and I was named to the Forbes Top Next-Gen Wealth Advisors Best-In-State list in 2024.

I grew up in Plano, TX, where I played football, basketball, and lacrosse. I stay active now by doing CrossFit most mornings and playing golf. I am passionate about traveling the world and taking on new adventures with my wife and sons.

 

The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.

2024 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 – 3/31/24 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors Best-in-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.