Qualifications
I have been a Financial Advisor with RBC Wealth Management for 23 years. While at RBC Wealth Management, I chose to pursue the CERTIFIED FINANCIAL PLANNER™ certification. After completing the extensive curriculum required, I earned my CFP® certification. CFP® professionals are dedicated to the highest level of service and ethical standards. The intensive program requirements helped me gain a greater understanding of risk management techniques, as well as insurance, taxes, estate and retirement planning, and investments. These topics of study allow CFP® professionals to enhance their client relationships and add value toward helping clients achieve their financial objectives. I have passed the Series 7, 31 and 66 exams and hold my Life Insurance and Fixed and Variable Annuity licenses.
Born and raised in Burlington, Iowa, I moved to Dallas after graduating from Iowa State University with a Bachelor of Business Administration degree and an emphasis in economics. I lived in Dallas for 10 years before moving to Longview in 2001 to go into partnership with Barbara Forrest, who also happens to be my mother-in-law. After 12 years of working together, Barbara decided to retire after 30 years in the financial services industry.
I am a member of RBC Wealth Management's President's Council and have been a member of their Chairman's Council. I am also a member of the firm’s Senior Portfolio Manager Group, an exclusive group of financial advisors recognized for their success in building consultative, fee-based businesses.
Personal
I am married to Tammy and we have three girls, Makenzie, Savannah, and Ava. I enjoy spending time with my family, golfing, biking, and traveling.
