When my grandfather returned home from WWII, he started a farm in rural Kentucky. Once he was ready to retire and sell the farm, he entrusted his life savings to a financial advisor. Serving clients and helping them steward their wealth is an awesome responsibility. People are fascinating and unique. I love that my business allows me to work alongside people and learn more about what is most important to them.Areas of Specialty- Business Owners- Real Estate Investors- Legacy Builders - Tax-conscious Investors I'm a proud native Texan, father of six, and avid board game and card game player. When I'm not serving my clients, I enjoy spending time with my children or traveling on some new adventure with the love of my life, Tammy.My team focuses on providing highly personalized service. It all begins with a conversation. So give us a call or stop by for a cup of coffee.= = = = = = = = = = = LEGAL DISCLAIMER = = = = = = = = = = = Securities offered through Triad Advisors, LLC (Triad) member FINRA/SIPC. Investment Advisory services offered through Osaic Advisory Services, LLC (Osaic Advisory). Triad and Osaic Advisory are separately owned and other entities and/or marketing names, products or services referenced here are independent of Triad and Osaic Advisory.
Listed skills include Strategic Planning, Business Process, Program Management, Training Delivery, and 5 others.