I often tell people that I have one of the most fulfilling jobs in the world. As a financial advisor, I have been given the opportunity to impact the success of the clients I serve. Very early on in my career, I learned that my job was not about selling products, but about serving people. It is this realization that motivates me each day to help others pursue what they are most passionate about in life.
After several years of working in the financial industry, I realized that my clients deserve a team of qualified professionals, all working together to impact their success. This prompted my decision to partner with VisionPoint Advisory Group. At VisionPoint, the clients' success is our passion! We seek to build long-term relationships by keeping the clients' success as the focal point of everything we do. To accomplish this, we implement a three-dimensional approach of planning, protecting and investing. We believe this is essential to delivering premier financial services to the clients we serve.
I was born and raised in Houston, Texas. I later moved to Bryan/College Station where I graduated from Texas A&M University with a Bachelor’s of Business Administration in Finance. A few years later, I extended my formal education by obtaining the Certified Financial PlannerTM certification.
My wife Kimberly and I reside in Bryan/College Station with our three children. In my spare time, I enjoy spending time with my family, reading and serving in our church.