I joined Raymond James with the simple goal of serving others and helping clients achieve better financial outcomes than they could independently.

I believe it is vitally important to invest time in the beginning of our relationship to understand what is important to you and your current financial situation. I will need to know how you feel about risk as we determine the level of risk appropriate for the strategies, we use to reach your goals. It is important to me that you are comfortable with me, our team, and the strategies we put in place.

Whether you’re planning for retirement, saving for college, sizing up that next indulgence, or just trying to protect the financial future of the ones you love, we can work together to develop specific strategies to help achieve your goals. I believe it is important that you as a client understand what you are working towards for your future and what it will cost before you begin to invest your money. Over time, I will monitor your headway, keep you apprised of progress on a regular basis, and together we will make appropriate adjustments as needed.

Are we right for you? By using our established process, we arrive at three potential outcomes. First, we may discover your current advisor and plan are a good fit and we will happily recommend you stay the course. Secondly, we could identify a different strategy for your situation and together we may choose to partner together to improve your financial well-being. Lastly, if we are not the right fit for you, we will recommend you to another financial advisor better suited for you and your situation.

My wife, Jennifer, and I are natives of Central Texas and our families have deep roots in the area. We raised two daughters in Salado and now enjoy spending time with them as adults as well as the newest member of our family – a pound rescue mutt named Knox. Outside the office I enjoy officiating high school and collegiate football, playing an occasional round of golf and entertaining family and friends. We believe in giving back to others and our community. We are active members in our church, First Baptist Salado, serving in various Sunday School and leadership roles within the church. I am an active member in the Chamber of Commerce, as well as the Lions and Rotary Clubs – enjoying serving the businesses and community we call home.

We welcome the opportunity to get to know you and your family.