I've been working as a financial advisor for over 17 years. As a partner at Capital Wealth Group, I specialize in working with couples, individual clients, and small business owners to help them achieve their financial goals. My main focus is making sure my clients' investments provide for a college education for their children or grandchildren, income to last throughout retirement, and a legacy for their heirs. My goal is to help my clients work toward financial independence by building a brick wall of confidence through financial protection strategies and risk management.
I believe in maximizing downside protection while utilizing well-diversified asset allocation strategies with the goal of helping my clients financially succeed in the long term. I understand that my success depends on my clients' trust and confidence in my services and experience, and I will do everything I can to earn and keep that trust and confidence throughout the years.
I graduated from Baylor University and subsequently graduated from the Baylor University School of Law. I practiced law for 15 years before becoming a financial advisor. My wife Lisa and I have been entrepreneurs and involved in real estate most of our adult lives, and I try to integrate those experiences into my practice to help my clients avoid the seen and unseen pitfalls of finance and investing.
My wife Lisa and I have two children, Nick and Hailey. Nick is married to Sarah Kane and they live in Austin. Hailey lives in Longview and is a group health insurance customer specialist. We attend Fellowship Bible Church and have been active in the Longview community for many years. I served as Chairman of the Board, president, and Vice President of the Longview AMBUCS. I also served on the board of directors for the Longview Community Ministries and the Christian Heritage School of Longview.