We believe it is a privilege to help a select group of clients build, manage, and protect their wealth, and to be in their corner throughout life’s transitions – planned and unplanned. My penchant for serving families and business owners is rooted in my appreciation and gratitude for my parents, grandparents, and great-grandparents. They taught me about courage and sacrifice. About setting goals and the resolve required to attain them. How to deal with adversity, learn from mistakes, and always look for ways to improve for your family, customers and clients, and community and country.
I believe providing prudent financial guidance and advice requires technical expertise, an ongoing commitment to advanced professional development, strong communication skills, and collaboration.
Following my military service, I attended Louisiana Tech University where I received a Bachelor of Science degree in Computer Information Systems. I also earned the CERTIFIED FINANCIAL PLANNER® (CFP®) practitioner designation from the Certified Financial Planner Board of Standards, Inc., and the CERTIFIED PRIVATE WEALTH ADVISOR® (CPWA®) designation from the Investments & Wealth Institute in conjunction with the University of Chicago Booth School of Business.
Practicing the so-called “soft skills” is equally important to me. Listening with sincere and genuine interest, speaking clearly and concisely without all sorts of technical jargon, and helping clients balance their feelings and emotions with logic and reason to improve the decision-making process.
Solving complex financial issues on time is a collaborative process. Consulting and coordinating with my clients’ tax, legal, and business advisors, and drawing upon the knowledge and experience of my business partner, Roy Spinks, CPA, and the specialists and resources available through our firm, fosters creativity, thoroughness, and results.
I couldn’t do what I do without the love and support I receive from my family – my wife, Brandi, our daughter, Caroline, and two sons, Davis and Will – who inspire me to do all that I can to help my clients, their families and all the other people and causes that are dear to them.