Experience

My passion for capital markets began early in life. After learning about the business of helping people understand and prepare for all aspects of personal wealth management, I knew I had found my purpose. Whether it’s coaching a client on a new strategy, helping a multigenerational family or organization navigate a complex estate plan, or developing a financial roadmap for an ultra high net worth family, I believe my skillsets are well-suited for this role.

Being in leadership and a private wealth advisor for over 36 years has afforded me a very broad perspective on this business which most advisors never see. While overseeing the management of 5 branch offices around Central Texas and coaching 100’s of advisors across all stages of their business, I’ve observed countless client situations and solutions which I feel has made me a better coach as I strive to provide a culture of excellence and continuity in my practice. My clients appreciate the passion I bring to the business and my approachable style instills confidence, knowing my expertise will guide them through even the most challenging market environment as we work together to achieve their goals.

At the end of the day, my ultimate goal is to provide my clients with peace of mind. Something eveyone wants, but only few know how to actutally achieve.