I have always had a passion for math and numbers, and I find joy in taking complicated topics and breaking them down into simple, understandable concepts. With 20 years of experience as a CFP and RICP, I strive to make financial planning accessible to everyone.
One of the pivotal moments in my career was when my grandmother received her retirement package. She was overwhelmed by the options, and I had the opportunity to guide her through the process. It came naturally to me, and seeing her relief and understanding inspired my commitment to helping others in similar situations.
Originally from Rockwall, TX, I am a proud Texan who cherishes the values of hard work and respect. I love the Dallas Cowboys, and I have a deep appreciation for the resilience of our military, veterans, truck drivers, and cowboys. I enjoy mowing the grass in 95-degree weather and raising my children to respect others, say thank you, and look people in the eye. Now residing in Scottsdale, AZ, I enjoy meeting clients from all over the U.S. and learning about their diverse backgrounds.
Family is at the heart of everything I do. I am married to my wife, Julie, and we have two daughters, Kiley and Kendall. As a father, I work hard for my family and aim to teach my daughters everything I can. My faith is important to me, and attending church always brings me peace. I also cherish spending time with a few close friends watching sports. Julie and I love to travel with our kids, and we recently embarked on a two-month road trip around the U.S., creating memories that will last a lifetime.