I provide prudent financial guidance to families, business owners, executives, and medical professionals, using my diverse industry experience and education as a foundation. My goal as a partner at Capital Wealth Group is to help clients navigate life's challenges while confidently pursuing their investment goals and objectives. Building client relationships based on honesty, integrity, and confidentiality is my top priority.
Before joining Capital Wealth Group, I worked in commercial banking, portfolio management, and investment analysis, and held various positions at different banks, and other financial institutions. I have an MBA from LeTourneau University, a Bachelor of Science in economics, and a minor in business administration from the University of Texas at Arlington, and I graduated with recognition for leadership from the Southwestern Graduate School of Banking at the Cox School of Business of Southern Methodist University.
I am an active member of the community, serving in leadership positions with the Rotary Club of Longview, the Longview 20/20 Forum, and the Arts! Longview – Texas Cultural District initiative. I have volunteered and held board positions with a variety of organizations and community initiatives over the years. I was selected as "Rotarian of the Year" for 2018-2019 by the Rotary Club of Longview.
I grew up in Longview, Texas, and currently live here with my wife, Hannah, and our children, Charlie, Max, and Rosie. In my free time, I enjoy spending time with my family, being involved in my kids' activities, and playing golf.