I started my career as a Financial Advisor in 1999 with American Express Financial Advisors. I always joke that I probably could not have picked a worse time or a better time to become a financial advisor. 1999 was just before one of the most difficult periods in our nation’s history much less the financial services industry. This was at the top of the “tech bubble” and just before Y2K and the economic hardships brought on by 9/11. Helping clients navigate this period of time was extremely challenging, but also extremely rewarding. The experience I gained during this period has carried me through the following years of my career. What was the primary lesson I learned? You must have a financial plan. And after 22 years, I am more passionate now about helping our clients plan their financial future than ever before.
I’m a proud member of the following professional organizations:
Financial Planning Association (FPA)
On a personal note, I was born in Amarillo, Texas, but now live in McKinney, Texas. I graduated from the University of Texas at Dallas with a degree in accounting. However, my most prized accomplishment is 26 years of marriage to my amazing wife, Dawn, and our two beautiful children, Kaitlyn and Eric.
When I am not diving head first into a client’s retirement plan or tax strategies, you will find me working out, reading, or traveling with Dawn.