Focus
In my role as Managing Principal, I help clients define their goals (what I call the “its” of life). Alongside my clients; I create a plan to help meet the financial needs of those goals. Beyond investment advice, I assist my clients with their full financial picture. Creating an investment plan is more than just saving for retirement for most people. Monetizing those “its” of one’s life is crucial to creating a successful investment plan. I use a client’s priorities and my expertise to help make their financial goals a reality.
Making sure a client’s wealth continues to work in support of the goals they have established takes careful planning. Such planning is not a single event – it is a process. As circumstances change, so will the investment strategies I use to stay on course toward meeting their objectives.
Whether an individual is seeking tax-deferred growth or a business owner wanting to offer employees an attractive benefit, I can help navigate the complex choices available. I offer assistance with a full array of retirement plans including IRAs, ROTH IRAs and conversions, Simplified Employee Pension (SEP) plans and Keogh plans, SIMPLE plans for small businesses, 401(k), pension and profit-sharing plans.
Background and experience
With a degree in Finance and Marketing, I graduated from the University of Texas at Austin. My business, financial experience and knowledge are based upon being a small business owner, investing in real estate and working extensively in the technology and mortgage industries.
I openly discuss all aspects of a client’s financial life with ease. I believe my clients appreciate the deep level of trust felt when working with me. They trust me to take care of them. I take that very seriously, and yet am able to have every client or prospect laugh at least once during our meetings.
Away from the office
My wife Shelley and I are native Texans and are proud to call Austin home for over 30 years. We have two very different and never-ending sources of entertainment in the form of daughters. In addition to various civic and charitable activities, I enjoy watching movies, 30 minutes sitcoms, playing poker and beating my brother in racquetball.
CA Insurance License Number: 4304349. Resident State TX