About Us

Utilizing advanced tools and an established process, combined with an ability to effectively build trusting relationships, I provide customized financial solutions that add value to the organizations and individuals we work with as clients.

The opportunity to positively impact people's lives is important to me. I help families develop and implement financial strategies that are centered on what's most important to them. I partner with my clients to ensure they have access to the tools, information and ongoing support to help achieve their financial goals.

We work with people who are going through life transitions such as; preparing for retirement, changing jobs, a new child or grandchild, selling real estate, divorce, estate considerations or receiving an inheritance. We also work with small business owners who want to take care of their employees and their own family now and create strategies that will help provide them an exit plan to eventually retire from their business.

I reside in the Towne Lake Community in Cypress, Texas with my wife, Rhonda, and our three children who attend Cy-Ranch HS and Anthony Middle School. My branch office is located at 10523 Fry Rd. Suite 200, Building C4 in the Lakeland Village Center in the Bridgeland Community. Our branch is committed to helping to build stronger, healthier communities through financial wellness.

If you or someone you care about has questions, concerns or would just like a second opinion, I'd be happy to help. Contact me today to schedule a confidential consultation.