Everything I do revolves around the values that I learned growing up in a small East Texas town of 608 people. From being raised in this community, I learned to have great respect for good people who work hard and serve their community well. Service, hard work, and passion for learning have led me to where me I am today.
I love that Southwestern Investment Group helps our clients attain financial independence by making sound decisions in regards to: investment, retirement, education, income tax, insurance and estate planning. By taking a comprehensive approach, we can help put our clients in a position to achieve their financial goals.
My passion for learning began at a young age but began to materialize in the world of finance at Austin College. As my passion for this industry grew, I decided to attain CERTIFIED FINANCIAL PLANNER™ designation through the University of Dallas. We believe it is most important to be able to quickly adapt to the ever-changing, complex environment of personal financial planning. By continuing to be a student of the industry, I believe we can continue to serve clients at a high level, no matter what season of life they are in or what challenges we may face together.
My wife, Erica, and I got married in June of 2018. We both enjoy golf, outdoor sports, and spending time with our puppy, Moose. Both being college athletes, me and my wife were always pushed to work hard to be better for our teams and ourselves. That is something that stays with us today. We both work hard to give back and serve people within their community.
I admire that Southwestern Investment Group understands and appreciates the confidence and trust that clients place in us.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.