For over 14 years, I built a career in the banking and financial services industry, focusing behind the scenes on complex financial instruments and project management. While I hold a Certified Public Accountant (CPA) designation, my corporate roles were traditionally non-client-facing. However, over the last two years, I felt a distinct, powerful call to pivot. I realized that the technical expertise and financial precision I developed in the corporate world could serve a much higher purpose: directly helping everyday families secure their financial futures.
Transitioning into a client-facing role allowed me to bring a unique perspective to retirement planning and generational wealth strategies. Because of my background, I don’t just look at the surface-level numbers—I look at the structural integrity of a plan. I am passionate about guiding families through these critical decisions with transparency and care, ensuring they have the tools to build and protect a lasting legacy.
My commitment to planning for the future is deeply personal and rooted in my own life. Home for me is Oak Point, Texas, where I live with my wife and our three children. My wife and I are high school sweethearts who have been together since 2003 and married since 2010. Our days are full and rewarding, centered around family, faith, and our local community.
You can frequently find me volunteering or out on the local sports fields, where I coach youth soccer for both my daughters’ teams and my four-year-old son’s team. When I do get a quiet moment, I enjoy cooking outdoors on the griddle, birdwatching, or diving into a great fantasy or science fiction novel.
Ultimately, I view my work not just as a profession, but as a dedicated service. I am incredibly grateful for the opportunity to partner with families, bringing a corporate level of financial discipline to personal, relational planning that protects what matters most for generations to come.
