ABOUT ME:
When I was 9 years old, my dad gave me the gift I had been asking for — a savings account.
I watched my money earn interest and thought, “Wait… the bank is paying me?”
I was hooked.
At 16, I opened my first checking account and learned how to manage spending with a debit card.
At 21, while most college students wanted spring break trips… I wanted an IRA.
From an early age, I saw how powerful it is when money works for you instead of the other way around.
Turning Passion into Profession
That curiosity became a calling.
Today, I’m a CERTIFIED FINANCIAL PLANNER™ professional and Registered Investment Advisor. My goal is simple:
Help families build confidence and clarity around their money.
I earned my bachelor’s degree in Business Management from Texas Christian University and later completed my master’s degree in Finance at the University of North Texas.
Education gave me the technical tools.
Experience — and life — taught me how to apply them in a way that makes sense.
Life Outside the Office
My wife and our two children live in Dallas, Texas. We are active members of Preston Trail Community Church, where I help teach Financial Peace University and financial literacy classes.
I’ve also volunteered as a career and budget coach for families going through difficult seasons. Those experiences remind me that hope plus a clear plan can truly change a future.
When I’m not working, you’ll find me:
Cheering on the TCU Horned Frogs
Following DFW sports
Traveling with my family
Reading
Enjoying Texas BBQ
Or chasing my kids around the house