I bring over 12 years of experience to my position as a financial planner at Stonewater Financial. My goal here is to make a positive impact on clients by offering advice on all aspects of their financial picture.
My passion for financial planning started at a pretty young age. In high school, I would attend my mom’s meetings with her advisor. I enjoyed learning about the stock market and hearing the advice he gave my parents on their wealth. I knew fairly quickly that I wanted to be in a position someday that allowed me to have similar conversations with clients of my own.
I went on to earn my BBA in Finance and Entrepreneurship from the University of Oklahoma. During my time in college, I took a course on Value investing that really allowed me to explore the research and analysis side of investment performance. This is what solidified my passion for the markets.
Every client I work with has their own unique background and story to tell. I make it my job to uncover what matters most to them and give them peace of mind in knowing they’re making good financial decisions. This is done through comprehensive planning, thoughtful advice and clear communication.
I currently live in Dallas with my wife, Ashley and our dog, Remington. Our newest addition is expected to arrive in September, and we couldn’t be more excited. I enjoy staying active in my free time by attending a local Crossfit gym. I like to unwind and relax by reading, playing golf, trying new restaurants, listening to live music and traveling.