My team helps coordinate the financial affairs and provides wealth management strategies and investment services to individuals, families and business clients. My goal is to provide a personal relationship with broad-based wealth management and a goals-based environment in designing a plan for pursuing outcomes that are personally meaningful to each client. I make it my goal to simplify client’s lives by helping them understand their financial choices and make good financial decisions based on years of experience, education and the best financial resources available in the marketplace.

I have been in the financial services industry for over 30 years and joined Merrill Lynch Wealth Management in 2000. Prior to joining Merrill, I was employed by the Federal Reserve Bank of Dallas. I earned my business degree from the University of North Texas with a concentration in Finance and Investments, and have completed postgraduate work at the University of Dallas obtaining a Graduate Certificate in Financial Services. I hold the CERTIFIED FINANCIAL PLANNER^™ certification CFP^®, administered by the Certified Financial Planner Board of Standards and the Chartered Retirement Planning Counselor^TM designation CRPC^TM awarded by the College for Financial Planning Institutes Corps.
My wife, Patti, and I reside in Colleyville, and have two grown daughters. We are long-time members and are actively involved at Compass Christian Church where we serve in various volunteer roles. Whenever I can get away from doing “DIY” projects around the house, I can be found on the golf course.