About Me

Welcome, thanks for visiting my page!

Financial planning should make sense with your unique situation in mind. It is my mission to make that a reality for all of my clients.

I work with…

  1. Families who care for a child with Special Needs
  2. Christians
  3. Those who receive equity compensation (RSUs, NSOs, ISOs, ESPP)
  4. Small Business Owners (less than 100 employees)

I am married with one daughter. My wife, Kelsie, is a speech language pathologist with a passion for working with children. My daughter, Sadie, is a one-year-old with a passion for destruction and stuffed animals. We are members of Coppell Bible Fellowship where we lead a life group of young professionals. I am an avid runner who has completed 2 marathons with more to come.

I am an independent financial advisor with Nfocus Financial Partners. Together, we have over 75 years of financial planning experience. Check out our site here.

Thank you for visiting. Please check out my blog for free educational content about all things financial planning. I release a new post each week. If you would like to schedule a free consultation with me, please click the “schedule with me” link below.