I believe financial planning is ultimately about people, not money. My goal is to help families make informed decisions that align with their values, protect what matters most, and create a lasting legacy for future generations. Through trust, education, and personalized guidance, I strive to bring clarity and confidence to every financial decision.
My role is to connect clients with the right resources at Acumen and make sure the solution fits their needs, not a one-size-fits-all approach. I prioritize relationships through discovering and executing on each client’s goals and values, and I’m driven to understand people’s stories, how they see the world and what they value, because that’s what lets me serve them well. I also mentor junior staff, which keeps me sharp on the fundamentals while helping others grow. When it comes to clients, they know they can rely on me for promptness and clear communication. Putting clients first means making everyone feel as though they are truly cared for.
“Humility is the beginning of true intelligence.”
John Calvin
I bring over a decade of experience in banking and financial services with a focus on relationship management, and I’ve also served in various pastoral roles as a licensed minister, with an emphasis on executive leadership. That combination shapes how I work. I bring the same attention to people’s values and stories that I learned in ministry to how I manage complex accounts and client relationships today. I earned a Bachelor of Science in Pastoral Ministry from Lee University and hold the FINRA Series 65, Uniform Securities State Law Examination, license, along with life and health licenses.
I believe in putting clients first because it reflects not only Acumen’s philosophy, but also the values of my faith. Every client deserves to be treated with honesty, respect, and genuine care. When people know their best interests come first, trust can grow, and meaningful relationships can be built. This belief guides how I serve clients each day, helping me focus on understanding their goals, providing thoughtful guidance, and making recommendations that align with what matters most to them and their families.
My wife Lauren, our three kiddos, and I love to travel and play sports together. I also stay involved with my local church and enjoy serving the community through local food banks and shelters. A native Texan, I still bleed Cowboys and Longhorns, and I never turn down real Texas-style BBQ. During vacations, you’ll find me at the beach, our family tradition, or trying to improve on being a terrible snow skier!