Our Story

A Message from Our Founder

I am from Odessa, Texas, renowned for its rich oilfields in the Permian Basin. The oil patch is known for its dramatic “oil boom” cycles that contribute enormous wealth and devasting “busts” that have shattered local businesses and families financially—an observation that led to my aspiration to educate people to better manage wealth.

My Journey

I began my career as an accountant, later professionally transitioning to a financial advisor. This change has allowed me to educate and develop relationships with clients and make a meaningful impact on their lives. Upon completing my education at the University of Arizona and working briefly in Tucson as an accountant, I moved to Lubbock, Texas. In 1999, I became an advisor to fulfill my desire to help people better manage wealth.

My Clients

I have enjoyed serving clients who are employed by major West Texas companies including university institutions, governmental entities as well as hospital systems. As a result, I have helped many clients in different stages of life. I have experienced professional satisfaction as a partner in this process and celebrating clients and their families in realizing financial goals. This motivated us to transform our business to employ a more focused approach with fewer families by utilizing our experience catering to wealth management for university employees.

My Planning Approach

Our process involves understanding and documenting what a client defines as success for their familial wealth. This enables us to integrate their values and aspirations into a customized wealth planning solution. With every client and their family, our goal is to recognize an origin or starting point, develop and maintain a plan like a map that helps them reach their destination and then enabling them to enjoy their journey.