Since 1999, I have been providing financial planning for individuals, families, and small businesses. I am a CERTIFIED FINANCIAL PLANNER™ professional, Certified Kingdom Advisor® and Certified Retirement Counselor® with advanced knowledge and experience in retirement and financial planning.
I hold a Biblical worldview and am an active member of Kingdom Advisors. I try to apply Biblical wisdom to financial planning and will take the time to thoroughly identify your needs and specific goals before developing your personalized plan.
Prior to becoming a wealth manager, I enjoyed a distinguished 10-year career as a police officer with the City of Weatherford, Texas.
I transitioned into the financial services industry, working with a regional brokerage firm and then locally-owned Texas Bank. In 2008, after the bank sold for a second time in two years, I decided that I could better serve the needs of my clients in an objective manner by becoming an independent advisor. I chose to affiliate with LPL Financial, one of the nation’s leading independent broker/dealer firms.
I received my Bachelor of Science from Tarleton State University. In 2017, I was recognized as a “Five Star Wealth Manager” in Texas Monthly Magazine for the fifth consecutive year.*
Kim and I have been married since 1987 and have two grown daughters. We are members of North Side Baptist Church where I serve as a deacon, Sunday school teacher, and Bible study leader. I am a past member of the Rotary Club of Weatherford and the Parker County Community Education Advisory Council. I currently serve on the Grace House Ministries Advisory Board. My hobbies include running, reading, hunting, fishing and golf. But mostly golf!
Kim and I are new empty-nesters. We enjoy traveling and experiencing new adventures together.
*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2017 Five Star Wealth Manager.