I help individuals, families and business owners reach financial goals using risk-managed financial strategies and a comprehensive, “big picture” approach. I seek to bring investments, insurance and education, retirement, estate and tax planning into one financial plan to maximize efficiencies and minimize gaps that can leave clients under-prepared and under-protected. Based on my unique “Play it “SAFE” investment philosophy, I will try to maximize your portfolio’s performance by focusing on those factors that are within your control: Strategy, Allocation, Fees, and Expenses. With a desired combination of analytical and coaching skills, I will recommend customized solutions, oversee performance and guide clients in making adjustments to maintain proper goal alignment and investor profile over time. I seek out input from the client’s trusted tax and insurance advisors and other professionals to enhance the integrity of the financial plan. I also help to ensure that the overall plan is appropriate for risk tolerance and growth objectives and efficient for diversification, insurance coverage and tax purposes. I work diligently to try to make complex financial management issues easier to understand so plans are easier to implement and adhere to. My overall objective is getting you the most from your hard-earned money without undue risk.I hold FINRA Series 6, 63, 66, and 7 licenses and an LUTCF (Life Underwriter Training Council Fellow) designation. I am married and a proud father of four and longtime active member of the Spring, Tomball, Woodlands, Magnolia and Conroe communities.Specialties: Investment and Retirement Planning, Wealth Preservation and Tax Strategies, Insurance, and Protection Products, Estate Preservation and Charitable Contributions, Tactical and Strategic Portfolio Allocation, Business Succession and Group Benefits.Securities and investment advisory services offered through World Equity Group, Inc. Member FINRA and SIPC, a Registered Investment Adviser. Exponent Prosperity Accelerator Advisors, LLC & SMART Group Houston are not owned or controlled by World Equity Group, Inc.