Helping clients achieve a higher level of financial understanding by Rethinking-Wealth.Medical professionals, business owners and entrepreneurs have a common desire to maximize wealth and build a lasting legacy. Together we co-create strategies achieving protection, financial balance, income maximization, lifestyle and legacy tax efficiently. My clients become world class savers.Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 3040 Post Oak Blvd, Ste 1150, Houston, Texas 77056, 281-220-2700. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly-owned subsidiary of Guardian. Rethink Wealth is not an affiliate or subsidiary of PAS or Guardian. CA insurance license # 0L28420. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity.

Providing innovative trust & estate, investment management, family office, business succession, wealth transfer and philanthropic solutions to successful families. Collaboratively partnering with community leaders and banking partners to grow long-term, multi-generational relationships. Acting as clients' trusted advisor providing strategic vision, passion, empathy and integrity. Expanding the 80 year American National Bank of Texas Wealth Management Group footprint throughout Tarrant County and surrounding areas. Building the brand to reflect the 135 year family dedication and tradition.

Advising ultra high net worth families and businesses to gain profitability and ROI.

Senior Wealth Advisor