As a fourth-generation Texan, I am passionate about helping retirees, business owners, and families navigate the financial decisions that shape their futures. I believe wealth management is about more than investments. It is about understanding what matters most and creating a plan that aligns with each client's goals, values, and aspirations.

I take a hands-on, relationship-focused approach, working closely with clients to help them build, preserve, and transfer wealth across generations with confidence. Every relationship begins with listening. By taking the time to understand each client's unique circumstances, I develop objective strategies designed to help address their needs today while preparing for the opportunities and challenges that lie ahead.

My practice focuses on retirement income planning, tax-efficient distribution strategies, and helping clients make informed decisions through life's financial transitions. I strive to simplify complex financial concepts, provide clarity amid uncertainty, and serve as a trusted resource for the individuals and families I work with. My goal is to help clients feel confident in their decisions and empowered to pursue the future they envision.

Outside the office, I enjoy spending time with my family and serving the community. My wife, Kathy, and I have been married for more than 27 years and are proud parents of two sons. I am actively involved in church ministries and have had the privilege of serving with Leadership Frisco and the Frisco Chamber of Commerce.