Homer is a senior vice president in Wealth Management at the Raymond James Frisco branch office. As a financial advisor, Homer believes deeply in the importance of understanding the individual both from a personal and emotional perspective in addition to understanding the numbers. With a relationship rooted in education and transparency, he believes that by helping educate his clients on what risks they face and the strategies available, his clients can make better decisions for their family wealth.
Homer’s typical clients have been distinctively effective at creating and obtaining wealth, and face many challenges related to preserving that wealth throughout their lives and for future generations. His approach to wealth management includes retirement income planning, tax and estate planning, risk management and helping business owners grow and exit their businesses.
Homer believes that money serves a purpose, and his purpose is his family. He enjoys sharing stories about family with his clients and meeting his client's family members. Part of his educational process is helping both the parents and the children of his clients. Whether it’s teaching college kids about saving or helping elderly parents with issues related to longevity planning, Homer helps his client’s family members where they are in life.
Homer has worked as a financial advisor at Merrill Lynch, New York Life and most recently JP Morgan before joining Raymond James. He is a Certified Financial Planner™ professional and has the CPWA® and CEPA® designations bringing value to his successful families and business owner clients. He is a member of the Investment and Wealth Institute and the Dallas Estate Planning Council.
When he isn’t working with clients, Homer enjoys spending the weekend outdoors hiking, hunting, and fishing. He is a devout member of his church St. Francis of Assisi in Frisco. He and his wife Kasey have 4 children, Rowan, Lyla, Hudson and Harrison.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CPWA®,” and “Certified Private Wealth Advisor®.” Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for wealth advisors.
Raymond James is not affiliated with the above organizations and/or charitable causes.