Graduated from Vanderbilt University
- 1983 Business / Economics
Worked for Fortune 500 Companies
- Citicorp – Financial Analyst and Mortgage Broker
- Prudential – Insurance Agent / Sales Manager
- AXA Advisors – Registered Rep / Sales Manager
Securities Licensed since 1989
Self-employed as a Registered Investment Advisor since 2003
- “Disciplined Investment Approach”
- Core / Satellite philosophy of portfolio design
Inspiration
- Father – retired from the Army as a Full Colonel.
- Mother – retired as President of a real estate property development firm.
Family Life
- Married with 5 children, 2 boys and 3 girls.
- I strive to be a Christian role model for the family.
- Own a ranch in Ranger, TX – my favorite place to work and relax.
- Hobbies include: shooting, hunting, fishing and cycling.
Mission
- Educate clients on a better way to manage their assets … a “disciplined approach”. One where their interests and the Advisor’s interests are aligned. One where … when the client wins, so does the advisor. One without any inherent conflicts of interest.
Current Designations
- AIF (Accredited Investment Fiduciary)
- CFS (Certified Fund Specialist)
- CIS (Certified Income Specialist)
- CAS (Certified Annuity Specialist)
Trade Organization Membership
- ADISA (Alternative Direct Investment Association)
- Education platform for Alternative Investments
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