With that background in mind, I entered the world of finance. I came here in a round about way first graduating with honors from Southern Methodist University with a Bachelor’s of Science in Mechanical Engineering in 1999.
Along the way, I have been an avid personal investor and student of the market for the past 25 years. I experienced the Dot-com crash (2000) and the Great Financial Crisis (2007-2008) as an investor and the Covid crash along with all the choppiness of the market as an advisor.
All of these situations have lead to vital learning and experience. As a friend once told me, calm seas never created skilled sailors. That statement has rung true as I've sailed the volatility of the market. After spending 6 years with one of the largest firms in the industry, I decided to start my own practice with the driving force being to help people Build Wealth and Protect it for Generations to come.
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.