My group and I excel at quickly developing a trusted advisor relationship with our clients, through a financial planning and advice-driven approach. We believe this success is in large part to the team approach we have developed. I believe that world-class client service takes world-class people, and I think we have that. We try hard to be proactive with our clients, and are always striving to exceed their expectations, not just meet them. My clients know they will always receive advice that is in their best interests.
My wife Lori and I live in Flower Mound, Texas.
As part of my commitment to continue growing professionally, I recently completed the course work for a Wharton Certificate in Retirement Planning.
Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania.