Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
My team helps coordinate the financial affairs and provides wealth management strategies and investment services to individuals, families and business clients. My goal is to provide a personal relationship with broad-based wealth management and a goals-based environment in designing a plan for pursuing outcomes that are personally meaningful to each client. I make it my goal to simplify client’s lives by helping them understand their financial choices and make good financial decisions based on years of experience, education and the best financial resources available in the marketplace.
I have been in the financial services industry for over 30 years and joined Merrill Lynch Wealth Management in 2000. Prior to joining Merrill, I was employed by the Federal Reserve Bank of Dallas. I earned my business degree from the University of North Texas with a concentration in Finance and Investments, and have completed postgraduate work at the University of Dallas obtaining a Graduate Certificate in Financial Services. I hold the CERTIFIED FINANCIAL PLANNER™ certification (CFP®), administered by the Certified Financial Planner Board of Standards and the Chartered Retirement Planning Counselor℠ designation (CRPC®) awarded by the College for Financial Planning.
My wife, Patti, and I reside in Colleyville, and have two grown daughters. We are long-time members and are actively involved at Compass Christian Church where we serve in various volunteer roles. Whenever I can get away from doing “DIY” projects around the house, I can be found on the golf course.
University of North Texas
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Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.