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.

I currently help busy entrepreneurs, business owners and ultra-high net worth families make informed decisions about their money so they can spend more time focusing on what’s most important to them.
We use a comprehensive process and work with a network of professional advisors to help our clients address key potential concerns: making smart decisions about their money, potentially mitigating their taxes, taking care of their heirs through appropriate estate planning, and magnifying their philanthropic efforts.
I graduated from Southwestern A/G University with my bachelor’s degree in business management in 2003. I started my career as a Financial Advisor in 2005 and it’s been the most rewarding opportunity. I wake up every morning thinking about how I can add value to the many I serve and call my work family. I earned my Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA) certification in 2023 and our team was named in Forbes Best-In-State Wealth Management Teams for 2023 and 2024.
Away from the office, I spend time with my family and enjoy creating experiences with extended family members and friends, watching a comedy movie or show, playing golf and anything that revolves around fitness.

2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22. The Forbes Best-in-State Wealth Management Teams 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.

I am dedicated to helping clients manage life changes and make myself available to assist them. 

I have more than 30 years of experience in the financial services industry and am a Senior Registered Client Associate.  For 20 years, I held manager positions and have returned to my first love…working with clients.  I provide administrative and operational support, interfacing with clients in all aspects of an account relationship, including entering trades, opening new accounts, check disbursements, account title changes, transfer of assets, estate claims and etc.  I also assist in marketing campaigns and seminar presentations, and the preparation of client reports for portfolio reviews. 

Before working in the financial services industry, I attended Adams State College in Colorado for 2 years and graduated from Sierra Pacific Bible College in 1993.  I am married to Kevin Surratt and we have a son named Jesse.  I am an active participant in my church and my favorite pastime is reading historical mystery novels.

I work cohesively with my team to expand and develop client relations along with contributing to service excellence. Through direct interaction with our clients, we develop a close relationship that enables us to provide a better service in a constantly changing industry.
I am a firm believer in helping people make the right financial decisions by empowering them with the necessary tools and guidance.

Upon graduation from The University of Texas at El Paso with a bachelor’s degree in political science, minor on business management and concentration on public administration, I worked in the financial industry for 5 years before joining Wells Fargo Advisors.

I am currently studying to obtain my Chartered Financial Analyst designation, with the objective of furthering my expertise to support our clients and team with asset optimization.

I grew up in the Southwest region of El Paso, TX where I ran cross country and practiced boxing. I enjoy trail running with my dog, playing drums, and visiting local theater performances.