My personal information

I moved to Huntsville in 1985 to attend Sam Houston State University. I stayed in Hunstville after college to start my business career and family. My wife, Janna, and I were married in 2001. She also graduated from Sam Houston State and has a masters degree in education from the University of Houston. We have 3 children and 4 grandchildren! We enjoy traveling, sports and following our children's activities.

I have been in the Financial Services industry since 2005.  I have been a Series 6 and 63 Registered Representative since the beginning. I completed my certification to become a series 65 licensed Financial Advisor in 2017 with Mutual of Omaha Investor Services, Inc.

I have a BBA in Business Management from Sam Houston State University. I also completed the LUTCF designation. I am a member of the 2024 Million Dollar Round Table, National Association of Insurance and Financial Advisors and The Walker County Chamber of Commerce. 

How we work together

There are many reasons to work with a financial advisor. I strive to provide an outstanding financial planning experience for individuals, families and small business owners through an independent assessment of your unique financial situation.