I’m a CERTIFIED FINANCIAL PLANNER® Professional and fiduciary Wealth Advisor with over 10 years of experience helping individuals, families, and high-net-worth clients protect and grow their wealth. I earned my MBA in Finance from Oklahoma City University and have built a career on a deep desire to help people achieve their goals, gain clarity, and feel confident about their financial future. I work closely with doctors, lawyers, retirees, and high-net-worth families who value personalized guidance, tax-efficient strategies, retirement planning, and long-term financial planning tailored to their unique goals. I approach every client relationship with the mindset that your goals are my goals, and I treat each strategy with the same care I would apply to my own family. My approach goes beyond managing money. I focus on simplifying complex financial decisions, providing clarity, and building trust through transparency and thoughtful guidance. At the heart of my practice is helping clients achieve peace of mind and confidence that their wealth is working toward the life they envision. Outside of work, I live in Fort Worth, Texas with my wife and two children. On weekends, I enjoy spending time with my family, cheering on my kids at their sports, attending church, and watching college football. I bring the same focus, care, and passion to both my professional and personal life. Whether working with clients locally or across the country, I am dedicated to helping them grow and protect their wealth through tax-efficient strategies, retirement planning, and guidance through life’s milestones with integrity, clarity, and thoughtful care.