I am dedicated to helping my clients pursue their financial goals. With 35 years of experience in the industry, including 25 years as a Financial Advisor, I have a wealth of knowledge to draw from. My background in commercial banking and mortgage lending, as well as my education from Texas Tech University, the Southwestern Graduate School of Banking at Southern Methodist University, and the Commercial Lending Graduate School at the University of Oklahoma, all contribute to my ability to provide comprehensive and tailored advice to my clients.
I work with individuals, families, and small businesses, helping them with financial planning, retirement planning, asset allocation, and designing income strategies that are tailored to their specific needs. I also assist small businesses in establishing qualified retirement plans and cash management strategies.
I am active in my community and have served on the Board of the Boys and Girls Club of Longview, as President and Campaign Chairman of the Greater Longview United Way, as President and Board member of the East Texas Area of Campfire Inc., and as an Elder of the First Presbyterian Church of Longview. I have lived in Longview for 40 years with my wife Lynn, and we have two daughters and four grandchildren.