I have been in the financial planning business since 2001. I grew up helping my dad at A. G. Edwards. My brother is also in the business in Lubbock.

We are committed to making a difference in our clients’ lives and growing their portfolios, so they can pursue their passion in retirement and make a difference in their communities. We focus on ways to make our clients’ lives easier.

What is keeping you up at night? I enjoy being problem solver. We customize solutions that help prepare you, your family, and your portfolio for the future.

We also enjoy being your go-to referral source for service providers, for answering the questions that keep you up at night and to help you pursue your passion in retirement. By customizing solutions and focusing on integrity and professionalism, 

Join us for seminars and events! We are passionate about hosting events and seminars that educate our clients on a wide variety of topics while fostering connection and community. Additionally, I organize a quarterly client luncheon for clients in the Amarillo area. I’m also honored to work with clients a number of states, building relationships and creating opportunities for everyone to thrive.