Focus

As a Managing Director - Investments and Senior Financial Advisor with Wells Fargo Advisors, I provide comprehensive investment planning to both individual and corporate investors.

Background and experience

For over 30 years I have helped clients develop and maintain customized investment strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in the markets, I have dedicated my career to delivering the personalized investment planning services my clients deserve.

I began my career as a Financial Advisor with A. G. Edwards, a predecessor firm of Wells Fargo Advisors, in 1993, where I have developed a fundamental investment knowledge. I also served as a Branch manager with the firm.  I feel financial advice always starts with an in depth analysis of an investors needs and goals. Once completed, I apply an investment approach that includes both strategic and tactical allocation to help manage risk efficiently.

I attended the University of North Texas and Texas Tech University where I graduated in 1991 with a Bachelor of Science degree in Communications and Public Address and Business.

Away from the office

I enjoy time away from the office with my family.  Our passion is the outdoors and travel to new places to explore.  I have been married to my wife Erika for 28 years.  We raised our family In Flower Mound Texas and are proud Jaguar supporters.  Go Jags!  We have two sons Erik (23) a student at the University of North Texas and Bradley (20) a Texas A&M Aggie.  Our family is a strong supporter of the rescue of animals, and we currently have a beautiful dog named Beau.

Focus

As a Senior Registered Client Associate with Wells Fargo Advisors, I provide administrative support to both clients and Financial Advisors as it relates to the investment planning process.

Background and experience

I have worked in the financial services industry for 19 years, all of which has been in retail brokerage servicing private clients and Financial Advisors. I attended Texas A&M University – Commerce and the University of Texas – Arlington where I earned my Bachelor of Arts degree and Master of Business Administration degree, respectively.

Away from the office

Away from the office I enjoy spending time with my family, either traveling, working on our family farm or boating on Cedar Creek Lake.