In 1995, I decided to take my experience as a young CPA and transition into a career as a financial advisor. The ability to help people make impactful financial decisions excited me then, as it does today. Quickly, I was promoted into management where over 20 years I have empowered hundreds of advisors and managers to make a difference in the lives of their clients. I’ve built successful teams in Texas and Tennessee, and we’ve worked with thousands of clients planning for their futures.Having transitioned from management to focus solely on my personal practice, I’m passionate about our asset location strategies that empower successful individuals, closely held businesses, family, and friends control their tax brackets in retirement.People always say, “I should have planned sooner”, well now is the time. If you are ready, let’s determine your current situation, decide your ideal asset location strategy, and transform your financial future together. If you have any concerns about markets, inflation, interest rates or taxes we should meet right away. With my background and in collaboration with my partners in Texas and Tennessee, we can help you take control of your financial future and help protect your wealth and income.When I’m not working, you can find me lifting weights at the gym, playing pickleball, or out on my back patio grilling and chilling. I enjoy traveling internationally, fishing, and listening to live music.My wife and I have been married over 30 years, and together enjoy supporting our church, several missionaries, and organizations like Good Fly, Inc. which teaches fly casting to help first responders and military veterans improve their mental health.