Whether you’re planning for retirement, saving for college, sizing up that next indulgence, or just trying to protect the financial future of the ones you love, we can work together to develop strategies to achieve your goals. Over time, I will monitor your headway, keep you apprised of progress on a regular basis, and together we will make appropriate adjustments as needed. By using our establish
ed process, we arrive at three potential outcomes. First, we may discover your current advisor and plan are a good fit and we will recommend you stay the course. Secondly, we could identify a different strategy for your situation and together we may choose to partner together to improve your financial well-being. Lastly, if we are not the right fit for you, we will recommend you to another financial advisor better suited for you and your situation. My wife, Jennifer, and I are natives of Central Texas, and our families have deep roots in the area. Outside the office I enjoy officiating high school and collegiate football, playing an occasional round of golf and entertaining family and friends. We believe in giving back to others and our community. We are active members in our church, First Baptist Salado, serving in various Sunday School and leadership roles within the church. I am an active member in the Chamber of Commerce, as well as the Lions Club – enjoying serving the businesses and community we call home. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Important Disclosure Information: http://raymondjames.com/smicd.htm Oak Crest Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services. Important Disclosure Information: http://raymondjames.com/smicd.htm
