A Trusted Advisor for Dallas Families
Whether you are an older investor needing aid managing investments, a middle-aged investor preparing assets for retirement, or a younger investor wishing to understand the basic concepts of investing, I will be your trusted advisor who will place your financial needs above my own.
My clientele consists of nearly 100 families, centered around Chicago, Dallas, and OKC. Through travel and close personal contact, I meet with each client to establish that intimate relationship which an investor should share with his or her advisor. We discuss the client's personal situation, gather data that will help in solving challenges the client may face, and craft a personalized plan to move the client toward an end-goal.
Serving Dallas and North Texas
When I am in the Dallas metroplex, I visit clients from as far west as Grapevine, to as far east as Rockwall, with visits to the suburbs in between, as well as all of North Dallas. I visit clients in the Dallas area every month.
I meet clients at their homes or at restaurants over coffee or lunch, at their leisure.
How I Work With Dallas Clients
In-person meetings across the Dallas service area on a recurring travel schedule, plus phone and video between visits.
Investment portfolio construction and ongoing review aligned to your goals and time horizon.
Retirement, tax-aware, estate, and insurance planning conversations coordinated with your other professional advisors.
Multi-generational counsel when families entrust me to advise children and grandchildren as well.
Credentials at a Glance
Bradley University, Foster College of Business, Bachelor of Science, Economics
Oklahoma Christian University, Master of Business Administration, MBA
FINRA: Series 7, Series 24, Series 63, 65
Northwestern University of Chicago, Certificate in Certified Financial Planner Program (June 2025 to June 2026)
DePaul University of Chicago, Certificate Program in Financial Planning (July 2002 to July 2003)
Begin a Conversation
It would be my privilege to learn about you and your family, and to discuss whether a lasting advisory relationship is the right next step.