I moved my practice to Southwestern Investment Group from MetLife in 2008. Since then, I’ve enjoyed helping my clients become better stewards of their finances through our independent broker/dealer, Raymond James Financial Services. Here, I’m not handcuffed to the “company brand” or a proprietary group of investments. Rather, I can work with almost any investment. I strive to provide good communication with my clients and educate them about their accounts and how they work as part of their goals.
One area of passion I have is to encourage clients to consider if retirement can be accomplished earlier than the “norm” – I ‘ve learned many things in this business over the years, but the lesson that has touched me the most is that tomorrow isn’t guaranteed, and that time really is more valuable than money. Seeing this come to life with my clients and their families is the most rewarding aspect about my career.
I was born and raised in Abilene, Texas. It’s also where I attended and graduated from Hardin-Simmons University. More importantly, it’s where I met my beautiful wife and best friend, Hannah. We now live in Frisco and spend most of our time trying to keep up with our four children – West, Charlie Kate, Copeland, and Baird.
Raymond James is not affiliated with the above organizations and/or charitable causes.