Who I Am
Welcome. I am glad you are here. I’d like to tell you a little about me, my family and my business. I am an independent financial services professional registered as a Investment Adviser Representative and also licensed as an agent to offer various types of insurance.
My mission is to provide professional financial assistance to those in need and to assist them in developing, initiating, implementing and servicing their financial, estate and business strategies as well as the products that support them. My business and home are located in Dallas, Texas where I live with my wife, Joni who works as a Human Resource Professional for a large corporation. Together we have four adult sons and a cat named Dexter. My hobbies include tennis, fly fishing, snow skiing and photography. I am a member of T Bar M Racquet Club and am President of the Club’s Men’s Tennis Association. My wife and I are members of Preston Hollow Presbyterian Church.