My practice revolves around my clientele of a diverse group of families, retirees, executives and business owners around the state of Texas. I have an all-inclusive and goals-based approach to wealth management that will help tailor an investment framework considering key aspects of a client’s life. Using clients’ goals as a benchmark, I continuously evaluate my strategy, and with a wealth of reso
urces through Morgan Stanley, I have the flexibility to adjust my plan accordingly as circumstances and needs change. I take pride in establishing a strong, personal connection with each client and enjoy the challenge of finding creative financial solutions, such as alternative investments, to help meet their objectives. My wife, Audrey, and I have three daughters and are supporters of The Children’s Fund and Houston Methodist Hospital Transplant Task Force. When I'm not not advising clients, and helping them to achieve their financial goals, I can be found playing golf or enjoying time with my family.
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The investments listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives.
