Focus
As a Financial Advisor, I identify and analyze challenges high-net-worth individuals face, and understand how to develop specific strategies to help invest tax efficiently, monetize and protect assets, seek to maximize growth, and transfer wealth.An often overlooked aspect of retirement planning is the amount of annual income you’ll likely receive from your investments. I can help you choose retirement income strategies that may help you maintain flexibility and control of the principal, seek growth of principal and increased income, and pursue a plan that can allow you enough income to last the rest of your life.

Background
I began my career as a Financial Advisor with Capital One Financial Advisors before joining Wells Fargo Advisors in 2010.I served four years of active duty service in the United States Air Force, deploying on two separate occasions to the Middle East in support of Operation Southern Watch. During my time in the service, I distinguished myself by earning medals for conduct and achievement. I returned to receive my Bachelor degree in Computer Information Systems from Louisiana Tech University.Upon completion of my degree, I owned and operated a successful family business prior to my career as a financial advisor.

Credentials
With an emphasis on continuing education, in 2013 I earned the CERTIFIED FINANCIAL PLANNERTM, or CFP®, practitioner designation from the Certified Financial Planner Board of Standard, Inc. followed by the designation of CERTIFIED PRIVATE WEALTH ADVISOR®, or CPWA®, practitioner in 2019 from the Investments and wealth institute in conjunction with the University of Chicago Booth School of Business. These designations identify individuals who meet rigorous experience and ethical requirements and have successfully completed financial planning coursework, covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning.

Away from the office
I spend my free time with my wife, Brandi, our daughter, Caroline, and two sons, Davis and Will. We like to stay active both physically and mentally, whether it’s playing basketball or golfing at the local park or taking regular trips to the New Braunfels Public Library. I especially enjoy coaching the children’s sports, attending my local church, exercising, and reading.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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