Qualifications
I started my financial service career in 1987 with Fidelity Investments followed by 14 years in senior management for a publicly traded company. For the past 19 years, I have worked as a financial advisor to individuals, business owners and wealthy families designing investment strategies surrounding sophisticated asset allocation, planning around business transactions, multigenerational wealth transfer and mitigating risk in single stock positions. I have been involved in the sale of over 25 companies totaling over $1.5B helping entrepreneurs efficiently plan around the sale through estate, tax and future equity investment.
I am a graduate of Southern Methodist University and hold a certificate of financial planning completion also from SMU after completing a 2 year program. RBC has recognized me as a member of the firm's Director's Council and President's Council as well as a senior member of the Investment Advisory Council. I have passed the Series 7, 63, and 31 exams and am licensed as an insurance representative in Texas and Florida.
Personal
My wife, Martha and I, reside in Dallas, Texas. We have three children, Natalie, Sam and Joe. I served as the president of the board of a local soccer club and have served in the past as the chairman of the board and currently as an advisory board member of Heart House Dallas, an after school program for children in underserved neighborhoods. I also serve as an advisor to the board of a local health care company.
In my spare time, I enjoy running, playing golf, soccer and spending time with my family.
