As a financial advisor with over 14 years of experience, I've had the privilege of helping countless clients across the country organize, build, protect and most importantly, enjoy their wealth. We strive to be the first choice for business owners and serious long-term individual investors in West Texas. By using our proven approach to long-term investing, we’ve been able to create lifelong relati
onships based upon trust, communication and actualized results. In partnership with my Senior Branch Office Administrator, Allison Martinez, we maintain consistent communication with our clients and are always available to answer any questions as they may arise. Helping business owners with business succession planning is a very important part of my business. I have earned the Certified Exit Planning Advisor® (CEPA®) designation. The courses that make up this program cover many aspects of business and succession planning including: assessing business readiness and personal financial preparedness, effectively engaging with the client's team of CPAs, attorneys and other professionals, integrating strategies into professional, personal and financial goals and building and preserving family wealth for future generations. As a client, you should feel understood, informed and in control of your financial situation. We will take the time to get to know what's important to you, never losing sight of that as we work with you toward your most important goals. When I'm not working with clients, I love spending time with my family, playing golf and helping the surrounding community. I have been married to my wife, Shelby, for 15 years and we have two wonderful children.
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