Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.
I was born and raised in Waco, Texas and earned my Mechanical Engineering BS degree from the University of Houston. After a rewarding career as an engineer, I started my own successful business and continue to develop that business as an absentee owner. After retiring early, I sought to find a way to help other individuals and families learn how to be successful in their own financial lives. That is what has brought me to the rewarding career I have now in the financial industry.
I am married to my wonderful partner and wife of 35 years. We have one son and daughter-in-law that we are extremely proud of because of the successes in their own life and careers. They live in Houston and have been married for 7 years. My wife and I have been active members of First Baptist Church, Round Rock for many years. I love to to play golf; however it is by far the one thing I am least successful at. We have lived in the Austin area for the past 20 years.
I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, member SIPC (www.sipc.org). Supervisory address: 6010 82nd Street, Suite 100, Lubbock, TX 79424(806) 795-9393
Area(s) of Focus
- Insurance Strategies
- Investment Strategies