Our Associates

I have been in the financial services industry for over 20 years. I started my career with Wells Fargo & Co. as a commercial banker in 2004. I realized early on I had a passion for investment planning and in January 2008 was able to transition to Wells Fargo Advisors to assist clients with their wealth management needs.

I take a comprehensive approach to a client’s financial life and am able to assist them in various areas to help them achieve their financial goals. I have been a CERTIFIED FINANCIAL PLANNER® professional since 2011 which continues to be the standard of excellence for financial planners. I hold a Master of Science degree in Personal Financial Planning from Texas Tech University and a Bachelor of Business Administration in Finance and Economics from University of Mary Hardin-Baylor.

My wife Melissa and I have been in Lubbock, TX since 2004, the year we married. Melissa has been a schoolteacher since that time and she and I remain very busy chasing and taxiing around our sons Jackson (17), Carson (15), and Grayson (11) to their various activities. I am active in their youth sporting activities, whether it be as a coach or a fan, but my goal continues to be to turn all my sons into golfers! I have a love for golf, and the outdoors, and was fortunate to play golf on the collegiate level. Melissa and I enjoy raising our boys in West Texas and we are active at First Baptist Church, and I currently serve as Chairman of the Board for Covenant Health System.

With 25 years of experience in financial services, I am dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance. My extensive experience - throughout major shifts in the markets - enables me to help my clients structure balanced portfolios to address their specific financial goals. I began my financial services career as a banker with Bank One. In 2004, I then moved my financial practice to Wells Fargo Advisors in Fort Worth, TX, where I have been since. I have served the Dallas Fort Worth area investors for 20 years and look forward to helping them meet their financial goals for many years to come.

It takes more than a single planning session to put your wealth to work in support of your life goals. It takes a process. As your life circumstances change, so must the investment strategies I use to help keep you on course toward your objectives. We’ll continue to work together through the years to keep your investment strategies aligned with your goals and needs.

Outside of work, I devote most of my time to my wife, Erin, and our three daughters—Isabelle (22), Caroline (19), and Olivia (15). Our family stays active supporting Olivia in competitive cheer and school athletics, while also encouraging Isabelle, who is currently a senior at Texas Tech University, and Caroline, who is a freshman at the University of Oklahoma. Erin and I enjoy traveling together and taking our family on memorable trips. In my personal time, I also enjoy playing golf.

For over 25 years I have helped my clients address their financial concerns and develop sound 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 clients deserve. I began my career as a banker with Wells Fargo Bank in 1998 where I developed my fundamental investment and banking knowledge. I joined Wells Fargo Advisors in 2011 to take a team approach in providing personalized financial advice for individuals and families.

I work with a select group of families and help coordinate all their financial affairs. The ability to positively impact lives has always been my life goal. As a Financial Advisor I strive to serve my clients in an unbiased fashion providing both guidance and personal service. My process begins with listening. I listen to understand my client's current situation, their past experiences, and their goals for the future.

Away from the office I spend most of my free time with my wife, Jennifer, a teacher, and our daughters Delaney (21) and Daphne (16). We stay very active with Daphne being involved in volleyball, soccer, and tennis. We take frequent trips to LSU to support Delaney. Jennifer and I enjoy taking the family on regular trips including cruises or traveling throughout the US. I also enjoy playing tennis, golf, and swimming.

I began my career in financial services more than 20 years ago as a banker with Wells Fargo & Co. I then became a Premier Banker where I worked with clients with complex financial needs. It was in this role that it became clear to me that my passion was working with clients to create specialized investment portfolios and financial plans to accommodate their wealth management needs, so in 2011 I became a Financial Advisor with Wells Fargo Advisors. In my role as a Senior Financial Advisor I use a comprehensive approach to understand my client’s financial goals and assist in creating the strategies to help achieve them.

Born and raised in Beckville, Texas, I am the product of a small town and a big family. After graduating high school I attended Baylor University where I met my wife, Christy. Together we have three boys who keep us quite busy. Outside of work I enjoy coaching baseball and supporting my boys in all their endeavors. We are active members of The Hills Church where Christy helps to lead music.

I am a Senior Brokerage Client Assistant – Registered with Wells Fargo Advisors. I joined Wells Fargo & Co in 1988 and transitioned to Wells Fargo Advisors in 2017. I bring a sincere commitment to serve our clients with respect, honesty, and care.

I am married to my husband Mark and have one daughter, Autumn (Aaron) Pachall. I am a very proud grandmother to Blaize Marie, Bostyn Anne and Bronson Taylor. I currently serve as the Chair for The YWCA Women of Excellence Program.

I am a senior client associate with Wells Fargo. I support my team’s daily workings that includes assisting client needs. For 12 years I was a stay-at-home mother raising my two children. I then taught middle school health and physical education in Florida for 3 years prior to moving to Texas. In 2007 I joined Wells Fargo Advisors.

Away from the office I enjoy playing tennis, cycling, and traveling in my spare time. I have two grandchildren and loves spending time with my family.

I began my career with Wells Fargo over 20 years ago as a branch manager for Wells Fargo Bank. I held several positions with the bank before joining the Wells Fargo Advisors team in 2022. I enjoy getting to know my clients and taking the utmost care of them.

My time spent away from the office is spent with my husband and two children. I stay busy supporting my middle school son's activities and trips to North Carolina to visit my daughter in college. I enjoy watching movies, traveling, and chasing sunsets.