How Much Do You Value Trust?

Our highly experienced team works with you in a practiced partnership to put your wealth to work. Here, your goals are our goals — and your success is our success.

Our Team

BS – Economics, Texas A&M University

  • NAPFA-Registered Financial Advisor
  • Certified Financial Planner™
  • 5-Star Wealth Manager by Texas Monthly
  • BA – Economics and Politics, cum laude and with honors, Washington and Lee University
  • MBA – Northwestern University
  • Chartered Mutual Fund CounselorSM
  • JD – Texas Tech University
  • MS – Personal Financial Planning, Texas Tech University
  • BA – Summa Cum Laude, Texas Tech University
  • Certified Financial Planner™
  • Enrolled Agent
  • Former Retirement Plans Specialist
  • Former Regional Manager for the Financial Division of a nationally-recognized firm
  • MS in Personal Finance
  • Extensive experience at Prudential, Dean Witter and several independent Registered Investment Advisors
  • Formerly Series 7 and insurance / annuity licensed