I began my journey as a Financial Advisor over six years ago, driven by a passion to guide individuals, families, and small business owners toward financial clarity and long-term success. My approach is rooted in integrity, strategic insight, and a commitment to personalized service. I specialize in comprehensive financial planning, retirement strategies, investment management, and risk mitigation, always ensuring my clients receive advice that aligns with their best interests.
My background in both finance and public service has given me a unique perspective. As a firefighter for the City of Fort Worth, I am dedicated to protecting and supporting my community, both financially and physically. The ability to remain calm under pressure and a strong sense of duty are traits I bring to both my roles, allowing me to serve my clients with empathy and analytical expertise.
Outside of my professional life, I cherish time with my wife, Chelsea, and our two children. We enjoy family activities such as going to the lake, hunting, playing sports, and visiting family across Texas. Personally, I find joy in cooking, training, and coaching my daughter’s soccer team.
I am proud to hold several certifications and licenses, including Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law), and Series 65 (Uniform Registered Investment Adviser Law), which enable me to offer a broad range of financial services. My areas of expertise include financial planning and goal setting, investment strategy and portfolio management, retirement income planning, tax-efficient wealth management, risk protection, estate and legacy planning, and business owner and succession planning.