Meet the Team
We became financial advisors after repeatedly witnessing friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we pride ourselves on educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives.
Over the years, we found that a team approach is the most effective method to helping clients with a wide variety of needs as they maneuver through a complex financial-services world.
Financial advising is not size fits all, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Chief Executive Officer/ LPL Financial Advisor
Chief Operations Officer/ Client Liaison
Chief Financial Officer/ LPL Financial Advisor
LPL Financial Advisor / Director of Fort Worth Territory
LPL Financial Advisor
Client Relationship Manager
Whether you are investing to build wealth, protecting your family or preserving your assets, our personalized service focuses your needs, wants and long-term goals will help you for years to come.