Education & Community Service:

• B.S. Music Education - Alliance University, Nyack New York
• The American College of Financial Services
• Graduate Work in Applied Trumpet – University of Louisville
• International Speaker
• Licenses Held: Series 7, Series 66
• Certifications – Certified Financial Planner™
• Men’s Discipleship Leader – Denton Bible Church
• Board Member – Kiwanis Club of Plano

Who I am:

I have been serving families and small businesses in the financial service industry for over 9 years. Jill and I have been married for over 40 years and have 4 grown children and 8 grandchildren. My faith, my family, and my clients are my priorities, in that order. My wife and I are both musicians. We played professionally in New York and were both members of the South Carolina Philharmonic. I no longer play but still love music and we encouraged our children and grandchildren to enjoy it as well. Jill and I enjoy traveling internationally and we have gone on numerous mission trips to Haiti and Romania.

My Why

Glorifying Christ by helping my clients achieve their most important personal and financial goals is the focus of my practice. Stewardship, service and living generously are important Biblical principles that are the basis for how I always work for the best interest of my clients. I want to sleep well at night knowing I have done my best for those that I serve.