How Much Do You Value Trust?

Our highly experienced team works with you in a practiced partnership to put your wealth to work. Here, your goals are our goals — and your success is our success.

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Our Team

  • BS – Economics, Texas A&M University
  • NAPFA-Registered Financial Advisor
  • Certified Financial Planner™
  • 5-Star Wealth Manager by Texas Monthly
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  • BA – Economics and Politics, cum laude and with honors, Washington and Lee University
  • MBA – Northwestern University
  • Chartered Mutual Fund CounselorSM
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  • Former Retirement Plans Specialist
  • Former Regional Manager for the Financial Division of a nationally-recognized firm
  • MS in Personal Finance
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  • JD – Texas Tech University
  • MS – Personal Financial Planning, Texas Tech University
  • BA – Summa Cum Laude, Texas Tech University
  • Certified Financial Planner™
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  • Extensive experience at Prudential, Dean Witter and several independent Registered Investment Advisors
  • Formerly Series 7 and insurance / annuity licensed
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  • Familiarity with many online and virtual tools.
  • Former Vice President for a Document Conversion company
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