I believe that you get all you want in life by helping others get what they want. I live that philosophy with all of my clients by carefully listening to their goals and dreams, and helping them understand proven financial strategies to make those dreams manifest. I work diligently to co-create a holistic strategy that carries my clients through life’s challenges and opportunities. I build a lifetime relationship based on trust and integrity with my clients, making them part of my extended family. My mission is to free that family from failed strategies and products, and to protect and preserve their family, lifestyle, and assets.
Products and Services
Lump Sum Distributions
Fixed and Variable Annuities
Qualified Retirement Plans
Long Term Care Insurance
Life & Disability Insurance
Johns Hopkins University Alumni Assn
Born in Houston, Texas
Resides in Katy, Texas
Happily married to Nicole
Father to three beautiful daughters: Hailey, Afton, and Vaughn
Avid patron of the Houston Grand Opera
Associate Vestry at St John the Divine
Hobbies: Football, Music, Movies, Cooking
Financial Representative of Guardian.