I'm what happens next. My clients are experts in how they've achieved their wealth; I am an expert in helping them find meaning, opportunity and security with what they've earned. I help them navigate life's transitions, connecting them to resources and solutions built on their family principles. My best value to my clients is as a trusted advisor and confidant.My focus is on the families of self-made business owners and senior business executives. I enjoy working on the "squishy stuff", such as familial and philosophical complexities, that cannot be solved through portfolio analytics/allocation advice. These families count on my unvarnished advice to help them to feel good about what they have, as we work to navigate all their options.I recognized that priorities, family dynamics and even the identity of the long-term wealth stewards will change over time. I prize my clients' trust above all else. By integrating myself into the fabric of these families, I am able to connect with them on a personal and meaningful level. It is a significant responsibility, and a professional honor, to be invited to shape decisions that will affect my clients' lives and those of future generations.Outside of the office, I am the proud father of two grown daughters. I serve as board chair for Trinity River Mission, which develops educational success among children and families in West Dallas. I also lead the Community Emergency Response Team (CERT) for NW Dallas. On weekends, my wife Tanya and I can be found walking our Labrador Retrievers around Preston Hollow or hiking in Santa Fe.